Lumature Wealth Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$5.8K Buy
2023
Q1
Sell
2022
Q4
$9.87K Sell
2022
Q3
$65K Sell
2022
Q2
$165K Sell
2022
Q1
$1.87M Buy
2021
Q4
$1.98M Sell
2021
Q3
$2.08M Buy
2021
Q2
$2.03M Buy
2021
Q1
$1.77M Buy
2020
Q4
$878K Buy