Beam Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Beam Wealth Advisors’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.05M	Buy
2025 Q2	$3.02M	Sell
2025 Q1	$3.11M	Sell
2024 Q4	$3.39M	Buy
2024 Q3	$3.46M	Buy
2024 Q2	$3.22M	Buy
2024 Q1	$2.56M	Buy
2020 Q4	–	Sell
2020 Q3	$441K	Buy
2020 Q2	$419K	Buy