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Werba Rubin Papier Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Werba Rubin Papier Wealth Management’s Portfolio IEF Stock Details IEF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$11M Buy
114,634
+18,248
+19% +$1.75M 2.06% 11
2025
Q1 		$9.19M Buy
96,386
+83,355
+640% +$7.95M 2% 11
2024
Q4 		$1.2M Hold
13,031
– – 0.28% 50
2024
Q3 		$1.28M Buy
+13,031
New +$1.28M 0.3% 51