Addison 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
2025
Q2
$9.19K Sell
96
-96
-50% -$9.19K ﹤0.01% 631
2025
Q1
$18.3K Hold
192
0.01% 517
2024
Q4
$17.8K Sell
192
-541
-74% -$50K ﹤0.01% 515
2024
Q3
$71.9K Hold
733
0.02% 343
2024
Q2
$68.6K Buy
733
+430
+142% +$40.3K 0.02% 330
2024
Q1
$28.7K Buy
+303
New +$28.7K 0.01% 421