Compass Financial Group (Florida)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Compass Financial Group (Florida)’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.79M	Sell
2025 Q1	$6.79M	Sell
2024 Q4	$6.7M	Sell
2024 Q3	$7.34M	Buy
2024 Q2	$7M	Buy
2024 Q1	$7M	Sell
2023 Q4	$7.15M	Buy