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

IBEX Wealth Advisors’s Portfolio IEF Stock Details IEF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.77M Sell
18,500
-21
-0.1% -$2.01K 0.19% 83
2025
Q1 		$1.77M Buy
18,521
+143
+0.8% +$13.6K 0.23% 84
2024
Q4 		$1.7M Buy
+18,378
New +$1.7M 0.2% 86