Laidlaw Wealth 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
2022
Q1
Sell
-4,028
Closed -$463K 410
2021
Q4
$463K Buy
+4,028
New +$463K 0.07% 234
2021
Q1
Sell
-19,080
Closed -$2.29M 280
2020
Q4
$2.29M Buy
+19,080
New +$2.29M 0.48% 59