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

Heritage Wealth Partners’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$497K	Sell
2024 Q4	$491K	Sell
2024 Q3	$2.42M	Buy
2024 Q2	$569K	Sell
2024 Q1	$736K	Hold
2023 Q4	$736K	Sell
2023 Q3	$709K	Sell
2023 Q2	$1.33M	Buy
2023 Q1	–	Sell
2022 Q4	$3.48M	Buy