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

Bright Futures Wealth Management’s Portfolio IEF Stock Details IEF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-51,283
Closed -$4.85M – 173
2024
Q3 		$4.85M Buy
51,283
+5,429
+12% +$513K 2.34% 3
2024
Q2 		$4.48M Buy
45,854
+2,580
+6% +$252K 2.43% 4
2024
Q1 		$4.07M Buy
+43,274
New +$4.07M 2.2% 3