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Kiely Wealth Advisory Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Kiely Wealth Advisory Group’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$140K Hold
1,508
– – 0.09% 75
2024
Q3 		$141K Hold
1,508
– – 0.09% 76
2024
Q2 		$145K Buy
1,508
+329
+28% +$31.7K 0.08% 58
2024
Q1 		$108K Hold
1,179
– – 0.06% 70
2023
Q4 		$112K Buy
+1,179
New +$112K 0.06% 67