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Cary Street Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cary Street Partners’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$659K Sell
6,876
-2,100
-23% -$201K 0.02% 495
2025
Q1 		$856K Sell
8,976
-133
-1% -$12.7K 0.03% 424
2024
Q4 		$842K Buy
+9,109
New +$842K 0.03% 411