Middleton & Co’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Middleton & Co’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 Q3	$12.8M	Sell
2025 Q2	$12.9M	Sell
2025 Q1	$13.1M	Sell
2024 Q4	$12.7M	Sell
2024 Q3	$15.4M	Buy
2024 Q2	$13.8M	Sell
2024 Q1	$14.6M	Buy
2023 Q4	$12.4M	Buy
2023 Q3	$11.6M	Buy
2023 Q2	$8.47M	Buy