Palumbo Wealth Management’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
2024
Q4
Sell
2024
Q3
$8.25M Buy
2024
Q2
$7.73M Sell
2024
Q1
$8.21M Sell
2023
Q4
$8.65M Sell
2023
Q3
$10.6M Sell
2023
Q2
$12M Buy
2023
Q1
$12.2M Buy
2022
Q4
$11.4M Buy
2022
Q3
$8.64M Sell
2022
Q2
$13.6M Buy
2022
Q1
$9.06M Sell
2021
Q4
$13.8M Buy
2021
Q3
$13.7M Buy
2021
Q2
$12.3M Buy
2021
Q1
$10.5M Sell
2020
Q4
$11.4M Buy