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U.S. Wealth Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

U.S. Wealth Group’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.41M Sell
77,340
-7,350
-9% -$704K 5.77% 3
2025
Q1 		$8.08M Sell
84,690
-1,726
-2% -$165K 6.4% 3
2024
Q4 		$7.99M Buy
+86,416
New +$7.99M 6.04% 3