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Legacy Wealth Management (Idaho)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.38M Buy
14,398
+1,992
+16% +$191K 0.72% 29
2025
Q1 		$1.18M Buy
+12,406
New +$1.18M 0.84% 28