HB Wealth Management’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
$414K Sell
2025
Q2
$461K Sell
2025
Q1
$463K Buy
2024
Q4
$259K Buy
2024
Q3
Sell
2024
Q2
$1.82M Buy
2022
Q3
Sell
2022
Q2
$288K Buy