Balboa Wealth Partners’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	$333K	Buy	+3,473	New	+$333K	0.07%	228
2023 Q4	–	Sell	-21,172	Closed	-$1.94M	–	302
2023 Q3	$1.94M	Buy	21,172 +18,205	+614%	+$1.67M	0.73%	23
2023 Q2	$287K	Buy	+2,967	New	+$287K	0.1%	170