Pacific 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
$13.1M Buy
2025
Q2
$12.9M Buy
2024
Q2
Sell
2024
Q1
$5.86M Hold
2023
Q4
$5.86M Sell
2023
Q3
$5.72M Buy
2023
Q2
$5.95M Sell
2023
Q1
$6.26M Buy
2022
Q4
$5.77M Sell
2022
Q3
$5.91M Sell
2022
Q2
$6.38M Buy
2022
Q1
$6.34M Buy
2021
Q4
$6.7M Buy