Hamilton Wealth’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
2024
Q2
Sell
-8,218
Closed -$778K 113
2024
Q1
$778K Sell
8,218
-876
-10% -$82.9K 0.24% 48
2023
Q4
$877K Sell
9,094
-7,073
-44% -$682K 0.28% 51
2023
Q3
$1.48M Buy
16,167
+4,022
+33% +$368K 0.53% 37
2023
Q2
$1.17M Buy
12,145
+5,417
+81% +$523K 0.41% 39
2023
Q1
$667K Buy
6,728
+749
+13% +$74.2K 0.24% 48
2022
Q4
$573K Buy
+5,979
New +$573K 0.23% 46