Valley Financial Management’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
2023
Q2
$2.91M Buy
30,094
+14,026
+87% +$1.35M 1.5% 21
2023
Q1
$1.59M Buy
+16,068
New +$1.59M 0.98% 32