Cape Investment Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$143K Sell
2025
Q1
$231K Sell
2024
Q4
$272K Buy
2024
Q3
$265K Sell
2024
Q2
$261K Buy
2024
Q1
$227K Sell
2023
Q4
$250K Buy
2023
Q3
$222K Sell
2023
Q2
$314K Buy
2023
Q1
$25K Buy