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Cyndeo Wealth Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cyndeo Wealth Partners’s Portfolio IEF Stock Details IEF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,199
Closed -$296K – 464
2024
Q4 		$296K Buy
3,199
+230
+8% +$21.3K 0.02% 364
2024
Q3 		$291K Buy
2,969
+4
+0.1% +$392 0.02% 371
2024
Q2 		$278K Buy
+2,965
New +$278K 0.02% 343