Mason & Associates (California)’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
2024
Q4
Sell
-137,224
Closed -$13.5M 112
2024
Q3
$13.5M Buy
137,224
+49,488
+56% +$4.86M 3.36% 7
2024
Q2
$8.22M Buy
87,736
+5,644
+7% +$529K 2.19% 10
2024
Q1
$7.77M Buy
+82,092
New +$7.77M 2.07% 10