Summit Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Summit Asset Management’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$19.5M	Buy
2025 Q2	$18.4M	Buy
2025 Q1	$18M	Buy
2024 Q4	$16.8M	Buy
2024 Q3	$17.7M	Buy
2024 Q2	$15.3M	Buy
2024 Q1	$14.4M	Buy
2023 Q4	$13.2M	Buy
2023 Q3	$366K	Hold
2023 Q2	$386K	Buy