KJWM
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Kiley Juergens Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.3M Buy
13,528
+234
+2% +$22.4K 0.3% 48
2025
Q1
$1.27M Buy
13,294
+134
+1% +$12.8K 0.34% 44
2024
Q4
$1.22M Buy
+13,160
New +$1.22M 0.3% 44