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Mount Yale Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Mount Yale Investment Advisors’s Portfolio IEF Stock Details IEF Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.9M Buy
2025
Q4 		$1.26M Buy
2025
Q3 		$1.09M Buy
2025
Q2 		$13.6K Buy
2021
Q1 		– Sell
2020
Q4 		$303K Buy
2020
Q3 		$259K Buy
2018
Q4 		– Sell
2018
Q3 		$227K Hold
2018
Q2 		$232K Hold
2018
Q1 		$234K Buy