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Intergy Private Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Intergy Private Wealth’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$436K Buy
4,552
+1,302
+40% +$125K 0.15% 66
2025
Q1 		$310K Buy
3,250
+746
+30% +$71.1K 0.12% 72
2024
Q4 		$231K Buy
2,504
+146
+6% +$13.5K 0.09% 84
2024
Q3 		$231K Buy
+2,358
New +$231K 0.09% 81