Crestwood Advisors Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Crestwood Advisors Group’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	$434K	Sell
2025 Q1	$518K	Sell
2024 Q4	$505K	Sell
2024 Q3	$697K	Buy
2024 Q2	$569K	Buy
2024 Q1	$563K	Buy
2023 Q4	$551K	Buy