TriaGen Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $916K | Buy |
9,569
+419
| +5% | +$40.1K | 0.28% | 76 |
|
|
2025
Q1 | $873K | Buy |
9,150
+1,239
| +16% | +$118K | 0.31% | 73 |
|
|
2024
Q4 | $731K | Buy |
7,911
+84
| +1% | +$7.77K | 0.25% | 82 |
|
|
2024
Q3 | $768K | Buy |
7,827
+89
| +1% | +$8.73K | 0.26% | 82 |
|
|
2024
Q2 | $725K | Buy |
7,738
+1,105
| +17% | +$103K | 0.28% | 81 |
|
|
2024
Q1 | $628K | Buy |
+6,633
| New | +$628K | 0.26% | 83 |
|