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Holistic Planning’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Holistic Planning’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,953
Closed -$280K – 160
2024
Q2 		$280K Hold
2,953
– – 0.21% 91
2024
Q1 		$280K Hold
2,953
– – 0.21% 91
2023
Q4 		$285K Buy
+2,953
New +$285K 0.24% 87