Provenance Wealth Advisors’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
2024
Q4
Sell
-151
Closed -$18.1K 576
2024
Q3
$18.1K Buy
+151
New +$18.1K ﹤0.01% 295
2024
Q2
Sell
-306
Closed -$35.4K 532
2024
Q1
$35.4K Buy
+306
New +$35.4K 0.01% 241