Smith Salley Wealth Management’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
$4.38M Buy
2024
Q4
$4.12M Buy
2024
Q3
$4.31M Buy
2024
Q2
$3.95M Sell
2024
Q1
$7.01M Sell
2023
Q4
$8.29M Buy
2023
Q3
$7.76M Buy
2023
Q2
$7.96M Buy
2023
Q1
$7.7M Sell
2022
Q4
$9.2M Buy
2022
Q3
$4.73M Buy
2022
Q2
$4.57M Buy