Roger Wittlin Investment Advisory’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
Sell
2025
Q1
$285K Buy
2024
Q4
$275K Buy
2024
Q3
$288K Buy
2024
Q2
$272K Buy