Prosperity Consulting Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$863K Sell
9,011
-69
-0.8% -$6.61K 0.06% 249
2025
Q1
$866K Sell
9,080
-940
-9% -$89.6K 0.07% 242
2024
Q4
$926K Sell
10,020
-1,984
-17% -$183K 0.07% 234
2024
Q3
$1.18M Sell
12,004
-2,917
-20% -$286K 0.09% 210
2024
Q2
$1.4M Sell
14,921
-3,419
-19% -$320K 0.19% 113
2024
Q1
$1.74M Buy
+18,340
New +$1.74M 0.22% 110