New Potomac Partners’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
Q3
$1.45M Sell
14,823
-65
-0.4% -$6.38K 0.75% 46
2024
Q2
$1.39M Buy
14,888
+260
+2% +$24.3K 0.76% 45
2024
Q1
$1.38M Buy
14,628
+1,560
+12% +$148K 0.77% 47
2023
Q4
$1.26M Buy
13,068
+3,285
+34% +$317K 0.75% 46
2023
Q3
$896K Buy
+9,783
New +$896K 0.62% 54