Anchor Capital 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
2026 Q1	$19M	Sell	198,823 -32,973	-14%	-$3.17M	0.54%	70
2025 Q4	$22.3M	Sell	231,796 -3,691	-2%	-$357K	0.65%	58
2025 Q3	$22.7M	Buy	235,487 +3,383	+1%	+$323K	0.66%	56
2025 Q2	$22.2M	Buy	232,104 +68,881	+42%	+$6.51M	0.65%	58
2025 Q1	$15.6M	Buy	163,223 +98,544	+152%	+$9.22M	0.46%	76
2024 Q4	$5.98M	Sell	64,679 -13,678	-17%	-$1.29M	0.17%	113
2024 Q3	$7.69M	Sell	78,357 -1,499	-2%	-$145K	0.2%	106
2024 Q2	$7.48M	Sell	79,856 -96,621	-55%	-$8.98M	0.21%	105
2024 Q1	$16.7M	Sell	176,477 -5,648	-3%	-$535K	0.44%	77
2023 Q4	$17.6M	Sell	182,125 -18,985	-9%	-$1.76M	0.46%	69
2023 Q3	$18.4M	Sell	201,110 -4,719	-2%	-$445K	0.51%	62
2023 Q2	$19.9M	Sell	205,829 -3,732	-2%	-$367K	0.52%	63
2023 Q1	$20.8M	Buy	209,561 +103,446	+97%	+$10.1M	0.55%	61
2022 Q4	$10.2M	Sell	106,115 -4,338	-4%	-$417K	0.26%	97
2022 Q3	$10.6M	Sell	110,453 -55,913	-34%	-$5.67M	0.29%	95
2022 Q2	$17M	Buy	166,366 +7,206	+5%	+$739K	0.43%	78
2022 Q1	$17.1M	Sell	159,160 -3,951	-2%	-$438K	0.36%	88
2021 Q4	$18.8M	Sell	163,111 -2,053	-1%	-$236K	0.37%	92
2021 Q3	$19M	Sell	165,164 -2,608	-2%	-$305K	0.4%	89
2021 Q2	$19.4M	Sell	167,772 -2,063	-1%	-$236K	0.39%	89
2021 Q1	$19.2M	Buy	169,835 +54,212	+47%	+$6.32M	0.41%	86
2020 Q4	$13.9M	Buy	115,623 +9,731	+9%	+$1.17M	0.32%	98
2020 Q3	$12.9M	Sell	105,892 -2,871	-3%	-$350K	0.33%	97
2020 Q2	$13.3M	Sell	108,763 -5,799	-5%	-$705K	0.34%	97
2020 Q1	$13.9M	Buy	+114,562	New	+$13.2M	0.41%	82