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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$231K Hold
2025
Q1
$230K Hold
2024
Q4
$223K Buy
2015
Q2
$210K Sell
2015
Q1
$1.04M Sell
2014
Q4
$3.03M Buy