WNY Asset Management’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
$285K Sell
2,980
-889
-23% -$85.1K 0.03% 190
2025
Q1
$369K Sell
3,869
-744
-16% -$71K 0.04% 168
2024
Q4
$426K Sell
4,613
-90,782
-95% -$8.39M 0.05% 142
2024
Q3
$9.36M Buy
95,395
+93,181
+4,209% +$9.14M 1.09% 20
2024
Q2
$207K Sell
2,214
-709
-24% -$66.4K 0.03% 222
2024
Q1
$277K Buy
+2,923
New +$277K 0.04% 194
2023
Q4
Sell
-42,549
Closed -$3.9M 220
2023
Q3
$3.9M Buy
+42,549
New +$3.9M 0.76% 29