4J Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$314K Sell
2025
Q2
$317K Sell
2025
Q1
$333K Buy
2024
Q4
$322K Sell
2024
Q3
$384K Hold
2024
Q2
$366K Sell
2024
Q1
$376K Sell
2023
Q4
$465K Sell
2023
Q3
$495K Buy
2023
Q2
$496K Sell
2023
Q1
$513K Buy
2022
Q4
$487K Buy
2022
Q3
$402K Sell
2022
Q2
$439K Sell
2022
Q1
$545K Sell
2021
Q4
$645K Buy
2021
Q3
$633K Sell
2021
Q2
$643K Sell
2021
Q1
$683K Sell
2020
Q4
$739K Buy