Williams Financial’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
2021
Q2
Sell
-7,722
Closed -$872K 51
2021
Q1
$872K Sell
7,722
-7,950
-51% -$898K 0.75% 20
2020
Q4
$1.88M Buy
+15,672
New +$1.88M 1.78% 16