Accretive Wealth 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
2025
Q2
$287K Sell
3,000
-600
-17% -$57.5K 0.09% 126
2025
Q1
$341K Hold
3,600
0.12% 121
2024
Q4
$333K Hold
3,600
0.14% 113
2024
Q3
$353K Buy
+3,600
New +$353K 0.15% 112