Iams Wealth Management’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
$610K Buy
6,366
+34
+0.5% +$3.26K 0.28% 99
2025
Q1
$604K Buy
6,332
+1,046
+20% +$99.8K 0.28% 99
2024
Q4
$489K Buy
+5,286
New +$489K 0.22% 110