Bingham Private Wealth’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
$738K Sell
7,706
-39
-0.5% -$3.74K 0.7% 36
2025
Q1
$739K Buy
7,745
+308
+4% +$29.4K 0.76% 35
2024
Q4
$688K Buy
+7,437
New +$688K 0.73% 38