Laurel Wealth Planning’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
2023
Q3
Sell
-94,110
Closed -$9.09M 53
2023
Q2
$9.09M Sell
94,110
-1,192
-1% -$115K 6.49% 2
2023
Q1
$9.45M Buy
95,302
+9,150
+11% +$907K 6.26% 3
2022
Q4
$8.25M Buy
86,152
+2,032
+2% +$195K 5.32% 2
2022
Q3
$8.08M Buy
+84,120
New +$8.08M 5.94% 2