National Wealth Management Group’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
Q2
Sell
-2,058
Closed -$205K 150
2023
Q1
$205K Buy
+2,058
New +$205K 0.23% 126
2022
Q1
Sell
-5,946
Closed -$684K 119
2021
Q4
$684K Buy
+5,946
New +$684K 0.64% 54