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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$749K Buy
7,816
+322
+4% +$30.8K 0.16% 118
2025
Q1
$715K Buy
7,494
+833
+13% +$79.4K 0.18% 111
2024
Q4
$616K Sell
6,661
-6,812
-51% -$630K 0.15% 123
2024
Q3
$1.32M Buy
+13,473
New +$1.32M 0.33% 78
2023
Q2
Sell
-2,969
Closed -$294K 249
2023
Q1
$294K Buy
+2,969
New +$294K 0.09% 184