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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.24M Buy
2025
Q2
$4.21M Buy
2024
Q1
Sell
2023
Q4
$333K Buy
2023
Q3
$307K Sell
2023
Q2
$335K Buy
2023
Q1
$325K Sell
2022
Q4
$335K Sell
2022
Q3
$383K Sell
2022
Q2
$603K Sell
2022
Q1
$717K Buy
2021
Q4
$757K Buy