Financial Life Advisors’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
2023
Q3
Sell
-2,535
Closed -$245K 59
2023
Q2
$245K Sell
2,535
-10,012
-80% -$967K 0.1% 55
2023
Q1
$1.24M Buy
12,547
+9,421
+301% +$934K 0.53% 36
2022
Q4
$299K Buy
+3,126
New +$299K 0.14% 62