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

Capital Advisors Wealth Management’s Portfolio IEF Stock Details IEF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.41M	Sell
2025 Q2	$6.66M	Buy
2025 Q1	$265K	Sell
2024 Q4	$279K	Buy
2023 Q4	–	Sell
2023 Q3	$657K	Sell
2023 Q2	$968K	Sell
2023 Q1	$1.04M	Buy
2021 Q2	–	Sell
2021 Q1	$279K	Buy