Independent Advisor Alliance’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
$987K Buy
10,302
+792
+8% +$75.9K 0.03% 423
2025
Q1
$907K Sell
9,510
-12,675
-57% -$1.21M 0.03% 389
2024
Q4
$2.05M Buy
+22,185
New +$2.05M 0.03% 505
2020
Q1
Sell
-42,518
Closed -$4.69M 592
2019
Q4
$4.69M Buy
+42,518
New +$4.69M 0.2% 114