Hoxton Planning & Management’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
-9,664
Closed -$934K 146
2023
Q2
$934K Buy
9,664
+6,433
+199% +$621K 0.58% 32
2023
Q1
$320K Sell
3,231
-7,195
-69% -$713K 0.18% 110
2022
Q4
$999K Buy
+10,426
New +$999K 0.53% 36