AssuredPartners Investment 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
2025 Q2	$1.26M	Sell	13,121 -38,566	-75%	-$3.69M	0.31%	62
2025 Q1	$4.93M	Buy	51,687 +2,086	+4%	+$199K	0.95%	21
2024 Q4	$4.59M	Buy	+49,601	New	+$4.59M	0.89%	23