WealthSource Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

WealthSource Partners’s Portfolio IEF Stock Details IEF Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$568K	Buy	5,890 +3,205	+119%	+$309K	0.04%	294
2023 Q3	$246K	Sell	2,685 -69,567	-96%	-$6.37M	0.02%	436
2023 Q2	$6.98M	Buy	72,252 +35,542	+97%	+$3.43M	0.46%	33
2023 Q1	$3.64M	Sell	36,710 -8,382	-19%	-$831K	0.25%	61
2022 Q4	$4.32M	Sell	45,092 -57,891	-56%	-$5.54M	0.31%	53
2022 Q3	$9.89M	Buy	102,983 +18,703	+22%	+$1.8M	0.73%	21
2022 Q2	$8.62M	Buy	84,280 +8,299	+11%	+$849K	0.63%	27
2022 Q1	$8.17M	Buy	75,981 +23,315	+44%	+$2.51M	0.55%	31
2021 Q4	$6.06M	Buy	52,666 +12,362	+31%	+$1.42M	0.48%	32
2021 Q3	$4.64M	Sell	40,304 -3,584	-8%	-$413K	0.41%	39
2021 Q2	$5.07M	Sell	43,888 -865	-2%	-$99.9K	0.45%	35
2021 Q1	$5.05M	Sell	44,753 -17,812	-28%	-$2.01M	0.5%	31
2020 Q4	$7.51M	Buy	62,565 +33,190	+113%	+$3.98M	0.88%	20
2020 Q3	$3.58M	Buy	29,375 +7,620	+35%	+$928K	0.48%	31
2020 Q2	$2.65M	Buy	21,755 +11,582	+114%	+$1.41M	0.38%	33
2020 Q1	$1.24M	Buy	10,173 +2,007	+25%	+$244K	0.19%	72
2019 Q4	$900K	Buy	8,166 +741	+10%	+$81.7K	0.12%	155
2019 Q3	$835K	Buy	7,425 +4,611	+164%	+$519K	0.13%	171
2019 Q2	$310K	Buy	+2,814	New	+$310K	0.05%	327
2018 Q4	–	Sell	-2,221	Closed	-$225K	–	322
2018 Q3	$225K	Sell	2,221 -9	-0.4%	-$912	0.06%	272
2018 Q2	$229K	Sell	2,230 -441	-17%	-$45.3K	0.06%	253
2018 Q1	$276K	Sell	2,671 -31,425	-92%	-$3.25M	0.08%	218
2017 Q4	$3.6M	Buy	34,096 +857	+3%	+$90.5K	1.11%	22
2017 Q3	$3.54M	Buy	33,239 +1,778	+6%	+$189K	1.17%	20
2017 Q2	$3.35M	Buy	31,461 +3,150	+11%	+$336K	1.14%	22
2017 Q1	$2.99M	Buy	28,311 +6,524	+30%	+$689K	1.1%	26
2016 Q4	$2.28M	Sell	21,787 -9,011	-29%	-$945K	0.96%	24
2016 Q3	$3.45M	Sell	30,798 -1,458	-5%	-$163K	1.26%	18
2016 Q2	$3.64M	Sell	32,256 -19,786	-38%	-$2.23M	1.36%	16
2016 Q1	$5.74M	Buy	+52,042	New	+$5.74M	2.34%	8