Lake Street Private 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
2022
Q2
Sell
-2,628
Closed -$282K 311
2022
Q1
$282K Sell
2,628
-1,059
-29% -$114K 0.05% 257
2021
Q4
$424K Buy
+3,687
New +$424K 0.07% 216