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

Icon Wealth Advisors’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 Q3	$1.38M	Buy
2025 Q2	$744K	Buy
2025 Q1	$728K	Buy
2024 Q4	$701K	Buy
2024 Q3	$546K	Sell
2024 Q2	$693K	Buy
2024 Q1	$519K	Buy
2023 Q4	$515K	Buy
2022 Q4	$611K	Buy
2022 Q3	$205K	Buy