FirstPurpose Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$819K Buy
2023
Q4
$820K Buy
2023
Q3
$771K Buy
2023
Q2
$699K Buy
2023
Q1
$717K Buy
2022
Q4
$580K Sell
2022
Q3
$591K Buy