Prosperity Capital Advisors’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
2025
Q2
Sell
-9,411
Closed -$898K 326
2025
Q1
$898K Buy
9,411
+1,594
+20% +$152K 0.07% 166
2024
Q4
$723K Buy
7,817
+4,106
+111% +$380K 0.06% 187
2024
Q3
$364K Buy
3,711
+989
+36% +$97K 0.03% 247
2024
Q2
$255K Buy
+2,722
New +$255K 0.03% 264