Aprio Wealth Management’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
2024 Q1	–	Sell	-3,326	Closed	-$321K	–	254
2023 Q4	$321K	Buy	+3,326	New	+$308K	0.07%	128
2023 Q3	–	Sell	-5,949	Closed	-$575K	–	187
2023 Q2	$575K	Buy	5,949 +1,505	+34%	+$148K	0.16%	70
2023 Q1	$440K	Sell	4,444 -1,223	-22%	-$120K	0.14%	73
2022 Q4	$543K	Hold	5,667	–	–	0.19%	60
2022 Q3	$544K	Hold	5,667	–	–	0.22%	56
2022 Q2	$580K	Sell	5,667 -511	-8%	-$52.4K	0.23%	44
2022 Q1	$664K	Buy	6,178 +1,564	+34%	+$174K	0.25%	45
2021 Q4	$531K	Sell	4,614 -1,002	-18%	-$115K	0.22%	42
2021 Q3	$647K	Buy	5,616 +855	+18%	+$100K	0.29%	40
2021 Q2	$550K	Buy	+4,761	New	+$545K	0.26%	39
2020 Q4	$536K	Sell	4,466 -2,930	-40%	-$352K	0.35%	29
2020 Q3	$901K	Sell	7,396 -545	-7%	-$66.5K	0.64%	27
2020 Q2	$968K	Sell	7,941 -510	-6%	-$62K	0.93%	23
2020 Q1	$1.03M	Sell	8,451 -55	-0.6%	-$6.33K	1.3%	16
2019 Q4	$938K	Buy	+8,506	New	+$948K	0.69%	23