JTC Employer Solutions Trustee’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
Q3
Sell
-2,523
Closed -$236K 334
2024
Q2
$236K Hold
2,523
0.02% 119
2024
Q1
$239K Hold
2,523
0.02% 118
2023
Q4
$244K Hold
2,523
0.02% 108
2023
Q3
$231K Hold
2,523
0.02% 112
2023
Q2
$244K Hold
2,523
0.02% 108
2023
Q1
$250K Buy
+2,523
New +$250K 0.03% 111