Parcion Private Wealth’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
Q3
Sell
2024
Q2
$307K Sell
2024
Q1
$450K Sell
2023
Q4
$808K Sell
2023
Q3
$14.5M Buy
2023
Q2
$14.7M Sell
2023
Q1
$15.4M Sell
2022
Q4
$16.2M Sell
2022
Q3
$33.3M Buy
2022
Q2
$27.7M Sell
2022
Q1
$31.5M Buy