ShoreHaven Wealth Partners’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
$1.66M Buy
2025
Q2
$1.61M Buy
2025
Q1
$1.57M Sell
2024
Q4
$1.53M Buy
2024
Q3
$1.17M Buy
2023
Q2
Sell
2023
Q1
$629K Buy
2021
Q2
Sell
2021
Q1
$20K Sell
2020
Q4
$3.7M Buy