Prentice Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,252
Closed -$265K 98
2023
Q1
$265K Sell
2,252
-949
-30% -$112K 0.13% 86
2022
Q4
$368K Sell
3,201
-89,463
-97% -$10.3M 0.19% 64
2022
Q3
$10.6M Buy
+92,664
New +$10.6M 5.78% 6