Excalibur Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-4,977
Closed -$573K 160
2021
Q3
$573K Buy
4,977
+257
+5% +$29.6K 0.25% 90
2021
Q2
$545K Buy
4,720
+1,060
+29% +$122K 0.25% 89
2021
Q1
$413K Buy
+3,660
New +$413K 0.2% 98