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

Cadence Wealth Management’s Portfolio IEF Stock Details IEF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$11.8M Buy
122,712
+3,633
+3% +$348K 7.77% 3
2025
Q1 		$11.4M Buy
119,079
+51,077
+75% +$4.87M 8.39% 3
2024
Q4 		$6.29M Buy
+68,002
New +$6.29M 4.16% 8