WBH Advisory’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
$1.1M Sell
2025
Q2
$1.77M Buy
2025
Q1
$1.01M Sell
2024
Q4
$1.14M Buy
2024
Q3
$904K Sell
2024
Q2
$893K Buy
2024
Q1
$750K Buy
2023
Q2
Sell
2023
Q1
$1.31M Buy
2022
Q3
$3.99M Buy
2022
Q2
$1.46M Sell
2022
Q1
$1.8M Buy
2021
Q4
$1.5M Sell
2021
Q3
$1.79M Buy