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Sequoia Financial Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Sequoia Financial Advisors’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$830K Buy
8,672
+1,690
+24% +$162K 0.01% 762
2025
Q1 		$666K Buy
6,982
+3,401
+95% +$324K 0.01% 748
2024
Q4 		$331K Buy
3,581
+1,157
+48% +$107K ﹤0.01% 979
2024
Q3 		$238K Buy
+2,424
New +$238K ﹤0.01% 1087