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

Congress 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
2024 Q1	–	Sell
2023 Q4	$329K	Sell
2023 Q3	$538K	Sell
2023 Q2	$568K	Sell
2023 Q1	$1.14M	Sell
2022 Q4	$1.57M	Sell
2022 Q3	$118M	Buy
2022 Q2	$112M	Buy
2022 Q1	$109M	Buy
2021 Q4	$76M	Buy