Valley Wealth Managers’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
$96 Hold
1
﹤0.01% 289
2025
Q1
$95 Hold
1
﹤0.01% 355
2024
Q4
$92 Hold
1
﹤0.01% 388
2024
Q3
$98 Sell
1
-70
-99% -$6.86K ﹤0.01% 389
2024
Q2
$6.65K Hold
71
﹤0.01% 298
2024
Q1
$6.72K Buy
71
+70
+7,000% +$6.63K ﹤0.01% 263
2023
Q4
$96 Hold
1
﹤0.01% 325
2023
Q3
$92 Buy
+1
New +$92 ﹤0.01% 355
2023
Q2
Hold
0
356