Perennial Investment Advisors’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
Q2
$299K Sell
2025
Q1
$333K Buy
2023
Q4
Sell
2023
Q3
$291K Buy
2023
Q2
$307K Sell
2023
Q1
$472K Buy
2022
Q4
$349K Buy