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LWM Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

LWM Advisors’s Portfolio IEF Stock Details IEF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Hold
0
– – – 11
2025
Q1 		– Sell
-28,757
Closed -$2.66M – 11
2024
Q4 		$2.66M Buy
+28,757
New +$2.66M 2.67% 11