U.S. Capital Wealth Advisors’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
$16.7M Buy
2025
Q2
$16.6M Sell
2025
Q1
$16.6M Sell
2024
Q4
$16.5M Sell
2024
Q3
$17.5M Buy
2024
Q2
$16.5M Buy
2024
Q1
$8.97M Sell
2023
Q4
$10.8M Buy
2023
Q3
$2.08M Sell
2023
Q2
$2.2M Buy
2023
Q1
$2.06M Buy
2022
Q4
$1.55M Sell
2022
Q3
$3.91M Buy