Investment Advisory Group’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
$286K Buy
2,983
+1
+0% +$96 0.09% 139
2025
Q1
$284K Sell
2,982
-835
-22% -$79.6K 0.1% 132
2024
Q4
$353K Buy
3,817
+81
+2% +$7.49K 0.12% 113
2024
Q3
$367K Sell
3,736
-50
-1% -$4.91K 0.13% 114
2024
Q2
$355K Sell
3,786
-2
-0.1% -$187 0.14% 104
2024
Q1
$359K Sell
3,788
-51
-1% -$4.83K 0.15% 100
2023
Q4
$370K Buy
3,839
+1,166
+44% +$112K 0.17% 95
2023
Q3
$245K Buy
+2,673
New +$245K 0.13% 115