Pinnacle Wealth Management Group’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
$430K Buy
2025
Q2
$232K Sell
2025
Q1
$233K Buy
2024
Q4
Sell
2024
Q3
$253K Buy
2024
Q2
Sell
2024
Q1
$725K Sell
2023
Q4
$6.6M Buy
2023
Q3
$6.11M Sell
2023
Q2
$7.22M Buy