Joel Adams & Associates’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
$394K Buy
4,116
+123
+3% +$11.8K 0.35% 37
2025
Q1
$381K Buy
3,993
+246
+7% +$23.5K 0.34% 39
2024
Q4
$346K Buy
+3,747
New +$346K 0.31% 40