Wallace Advisory Group’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
$1.59M Sell
2025
Q2
$1.73M Sell
2025
Q1
$1.75M Buy
2024
Q4
$1.81M Sell
2024
Q3
$1.87M Sell
2024
Q2
$1.89M Sell
2024
Q1
$2.11M Sell
2023
Q4
$2.39M Sell
2023
Q3
$2.65M Sell
2023
Q2
$2.81M Hold
2023
Q1
$2.81M Buy
2022
Q4
$2.63M Buy