Avalon Advisory Group’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	$88.3M	Buy	925,015 +36,996	+4%	+$3.56M	35.62%	2
2025 Q4	$85.4M	Buy	888,019 +53,050	+6%	+$5.13M	34.85%	2
2025 Q3	$80.5M	Buy	834,969 +12,380	+2%	+$1.18M	32.65%	2
2025 Q2	$78.8M	Buy	822,589 +33,892	+4%	+$3.2M	33.84%	2
2025 Q1	$75.2M	Sell	788,697 -7,335	-0.9%	-$686K	35.44%	2
2024 Q4	$73.6M	Buy	796,032 +26,183	+3%	+$2.47M	33.6%	2
2024 Q3	$75.5M	Buy	769,849 +16,006	+2%	+$1.55M	34.24%	2
2024 Q2	$70.6M	Buy	753,843 +43,197	+6%	+$4.01M	33.63%	2
2024 Q1	$67.3M	Buy	710,646 +36,500	+5%	+$3.46M	32.57%	2
2023 Q4	$65M	Buy	674,146 +25,347	+4%	+$2.34M	33.9%	2
2023 Q3	$59.4M	Buy	648,799 +13,172	+2%	+$1.24M	34.95%	2
2023 Q2	$61.4M	Buy	635,627 +13,355	+2%	+$1.31M	34.93%	2
2023 Q1	$61.7M	Buy	622,272 +52,407	+9%	+$5.12M	36.7%	2
2022 Q4	$54.6M	Sell	569,865 -43,565	-7%	-$4.18M	35.22%	2
2022 Q3	$58.9M	Sell	613,430 -43,161	-7%	-$4.38M	36.88%	2
2022 Q2	$67.2M	Buy	656,591 +22,126	+3%	+$2.27M	39.86%	2
2022 Q1	$68.2M	Buy	634,465 +13,564	+2%	+$1.51M	35.86%	2
2021 Q4	$71.4M	Sell	620,901 -58,066	-9%	-$6.67M	35.23%	2
2021 Q3	$78.2M	Buy	678,967 +31,460	+5%	+$3.68M	35.27%	2
2021 Q2	$74.8M	Buy	647,507 +31,264	+5%	+$3.58M	34.52%	2
2021 Q1	$69.6M	Buy	616,243 +46,074	+8%	+$5.37M	34.07%	2
2020 Q4	$68.4M	Buy	570,169 +28,459	+5%	+$3.42M	34.13%	2
2020 Q3	$66M	Buy	541,710 +34,046	+7%	+$4.15M	35.44%	2
2020 Q2	$61.9M	Buy	507,664 +50,600	+11%	+$6.15M	34.97%	2
2020 Q1	$55.5M	Sell	457,064 -9,417	-2%	-$1.08M	35.34%	2
2019 Q4	$51.4M	Buy	+466,481	New	+$52M	32.61%	2