Adapt Wealth Advisors’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
2024 Q4	–	Sell	-6,786	Closed	-$666K	–	72
2024 Q3	$666K	Sell	6,786 -3,887	-36%	-$381K	0.36%	39
2024 Q2	$1,000K	Sell	10,673 -1,709	-14%	-$160K	0.63%	32
2024 Q1	$1.17M	Buy	+12,382	New	+$1.17M	0.83%	22