Impact Partnership 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
-174
Closed -$16.5K 439
2024
Q1
$16.5K Sell
174
-48
-22% -$4.54K 0.01% 404
2023
Q4
$21.4K Sell
222
-422
-66% -$40.6K 0.01% 411
2023
Q3
$59K Sell
644
-67,306
-99% -$6.16M 0.02% 374
2023
Q2
$6.56M Buy
+67,950
New +$6.56M 2.28% 7