Atwood & Palmer’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Atwood & Palmer’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-710	Closed	-$67.7K	–	517
2025 Q1	$67.7K	Buy	710 +410	+137%	+$39.1K	﹤0.01%	204
2024 Q4	$27.7K	Hold	300	–	–	﹤0.01%	264
2024 Q3	$29.4K	Sell	300 -377	-56%	-$37K	﹤0.01%	263
2024 Q2	$63.4K	Buy	677 +377	+126%	+$35.3K	﹤0.01%	212
2024 Q1	$28.4K	Hold	300	–	–	﹤0.01%	254
2023 Q4	$28.9K	Hold	300	–	–	﹤0.01%	259
2023 Q3	$27.5K	Hold	300	–	–	﹤0.01%	248
2023 Q2	$29K	Hold	300	–	–	﹤0.01%	250
2023 Q1	$29.7K	Hold	300	–	–	﹤0.01%	237
2022 Q4	$28.7K	Hold	300	–	–	﹤0.01%	255
2022 Q3	$29K	Hold	300	–	–	﹤0.01%	237
2022 Q2	$31K	Hold	300	–	–	﹤0.01%	251
2022 Q1	$32K	Sell	300 -200	-40%	-$21.3K	﹤0.01%	267
2021 Q4	$58K	Hold	500	–	–	﹤0.01%	220
2021 Q3	$58K	Hold	500	–	–	0.01%	216
2021 Q2	$58K	Hold	500	–	–	0.01%	216
2021 Q1	$56K	Hold	500	–	–	0.01%	212
2020 Q4	$60K	Sell	500 -1,300	-72%	-$156K	0.01%	202
2020 Q3	$219K	Hold	1,800	–	–	0.03%	125
2020 Q2	$219K	Hold	1,800	–	–	0.03%	120
2020 Q1	$219K	Hold	1,800	–	–	0.03%	110
2019 Q4	$198K	Hold	1,800	–	–	0.03%	123
2019 Q3	$202K	Hold	1,800	–	–	0.03%	123
2019 Q2	$198K	Hold	1,800	–	–	0.03%	122
2019 Q1	$192K	Hold	1,800	–	–	0.03%	123
2018 Q4	$188K	Hold	1,800	–	–	0.03%	123
2018 Q3	$182K	Hold	1,800	–	–	0.02%	127
2018 Q2	$185K	Sell	1,800 -200	-10%	-$20.6K	0.03%	130
2018 Q1	$206K	Sell	2,000 -1,000	-33%	-$103K	0.03%	124
2017 Q4	$317K	Hold	3,000	–	–	0.04%	106
2017 Q3	$320K	Hold	3,000	–	–	0.05%	104
2017 Q2	$320K	Hold	3,000	–	–	0.05%	103
2017 Q1	$317K	Sell	3,000 -2,000	-40%	-$211K	0.05%	96
2016 Q4	$524K	Hold	5,000	–	–	0.09%	73
2016 Q3	$559K	Sell	5,000 -1,253	-20%	-$140K	0.1%	71
2016 Q2	$706K	Buy	+6,253	New	+$706K	0.13%	73
2016 Q1	–	Sell	-138	Closed	-$15K	–	343
2015 Q4	$15K	Hold	138	–	–	﹤0.01%	292
2015 Q3	$15K	Buy	+138	New	+$15K	﹤0.01%	297