Wetzel Investment Advisors’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
2024
Q3
Sell
-1,150
Closed -$109K 473
2024
Q2
$109K Sell
1,150
-483
-30% -$45.7K 0.06% 169
2024
Q1
$150K Buy
1,633
+483
+42% +$44.3K 0.09% 144
2023
Q4
$111K Buy
+1,150
New +$111K 0.07% 168