Guardian Wealth Advisors (North Carolina)’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
Q3
Sell
2025
Q2
$2.39K Sell
2025
Q1
$10.8K Buy
2024
Q4
$9.57K Sell
2024
Q3
$17.4K Sell
2024
Q2
$39.9K Sell
2024
Q1
$69.5K Sell
2023
Q4
$198K Buy
2023
Q3
$107K Buy
2023
Q2
$44.4K Sell
2023
Q1
$158K Buy
2022
Q3
Sell
2022
Q2
$5K Hold
2022
Q1
$5K Hold
2021
Q4
$6K Buy