Warner Financial’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
$4.03M Buy
2025
Q2
$3.62M Buy
2025
Q1
$3.2M Buy
2024
Q4
$2.32M Buy
2024
Q3
$1.86M Buy
2024
Q2
$1.68M Sell
2024
Q1
$1.75M Buy
2023
Q4
$1.41M Buy
2023
Q3
$846K Buy
2023
Q2
$727K Buy
2023
Q1
$416K Buy
2022
Q1
Sell
2021
Q4
$206K Buy