Latitude Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,084
Closed -$239K 174
2022
Q4
$239K Buy
2,084
+74
+4% +$8.5K 0.18% 134
2022
Q3
$230K Buy
+2,010
New +$230K 0.19% 123