Great Diamond Partners’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
2022
Q4
Sell
-46,177
Closed -$4.43M 216
2022
Q3
$4.43M Buy
+46,177
New +$4.43M 1.51% 14
2020
Q1
Sell
-199
Closed -$21K 350
2019
Q4
$21K Buy
+199
New +$21K 0.01% 461