Ipsen Advisor 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
$240K Sell
2,503
-464
-16% -$44.4K 0.18% 92
2025
Q1
$283K Sell
2,967
-98
-3% -$9.35K 0.24% 82
2024
Q4
$283K Buy
+3,065
New +$283K 0.24% 81
2022
Q4
$697K Buy
+7,272
New +$697K 0.8% 29