Marcum Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Marcum Wealth’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$245K	Buy
2024 Q4	$227K	Buy
2024 Q3	$239K	Buy
2024 Q2	$221K	Buy
2023 Q3	–	Sell
2023 Q2	$207K	Buy
2023 Q1	$204K	Buy
2020 Q1	–	Sell
2019 Q4	$258K	Buy