WealthPLAN Partners’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
Q3 | – | Sell |
-5
| Closed | -$483 | – | 685 |
|
|
2023
Q2 | $483 | Hold |
5
| – | – | ﹤0.01% | 1181 |
|
|
2023
Q1 | $496 | Buy |
+5
| New | +$496 | ﹤0.01% | 1249 |
|
|
2016
Q3 | $15.6K | Sell |
141
-2,884
| -95% | -$320K | 0.01% | 527 |
|
|
2016
Q2 | $9.71K | Buy |
+3,025
| New | +$9.71K | ﹤0.01% | 1756 |
|
|
2015
Q4 | $8.82K | Buy |
+649
| New | +$8.82K | ﹤0.01% | 1188 |
|