Evolution Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$386K Buy
+4,031
New +$386K 0.06% 113
2020
Q1
Sell
-4,212
Closed -$464K 468
2019
Q4
$464K Buy
+4,212
New +$464K 0.12% 49