Alesco Advisors’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 Q1	–	Sell	-10,250	Closed	-$948K	–	194
2024 Q4	$948K	Buy	+10,250	New	+$968K	0.03%	92
2021 Q3	–	Sell	-13,810	Closed	-$1.59M	–	135
2021 Q2	$1.59M	Sell	13,810 -10	-0.1%	-$1.14K	0.06%	58
2021 Q1	$1.56M	Buy	13,820 +220	+2%	+$25.6K	0.06%	55
2020 Q4	$1.63M	Hold	13,600	–	–	0.07%	51
2020 Q3	$1.66M	Buy	13,600 +9,800	+258%	+$1.2M	0.07%	46
2020 Q2	$463K	Hold	3,800	–	–	0.02%	91
2020 Q1	$462K	Hold	3,800	–	–	0.03%	91
2019 Q4	$419K	Hold	3,800	–	–	0.02%	124
2019 Q3	$427K	Buy	+3,800	New	+$424K	0.02%	98
2013 Q4	–	Sell	-8,025	Closed	-$819K	–	85
2013 Q3	$819K	Sell	8,025 -11,000	-58%	-$1.11M	0.1%	52
2013 Q2	$1.95M	Buy	+19,025	New	+$2.03M	0.24%	37