Baker Tilly 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 Q3	–	Sell	-2,614	Closed	-$245K	–	256
2024 Q2	$245K	Sell	2,614 -13,605	-84%	-$1.26M	0.1%	230
2024 Q1	$1.54M	Sell	16,219 -1,864	-10%	-$177K	0.28%	86
2023 Q4	$1.74M	Sell	18,083 -541	-3%	-$50K	0.29%	77
2023 Q3	$1.71M	Sell	18,624 -4,813	-21%	-$454K	0.28%	79
2023 Q2	$2.26M	Sell	23,437 -287	-1%	-$28.2K	0.24%	91
2023 Q1	$2.35M	Buy	23,724 +5,652	+31%	+$552K	0.26%	84
2022 Q4	$1.73M	Sell	18,072 -2,475	-12%	-$238K	0.21%	114
2022 Q3	$1.97M	Buy	+20,547	New	+$2.08M	0.27%	81
2021 Q4	–	Sell	-11,407	Closed	-$1.31M	–	534
2021 Q3	$1.31M	Sell	11,407 -104	-0.9%	-$12.2K	0.17%	121
2021 Q2	$1.33M	Sell	11,511 -15	-0.1%	-$1.72K	0.21%	103
2021 Q1	$1.3M	Buy	11,526 +1,782	+18%	+$208K	0.27%	94
2020 Q4	$1.17M	Buy	+9,744	New	+$1.17M	0.36%	65