Benjamin Edwards Inc’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	$924K	Sell	9,683 -140	-1%	-$13.5K	0.01%	790
2025 Q4	$945K	Buy	9,823 +1,740	+22%	+$168K	0.01%	734
2025 Q3	$780K	Buy	8,083 +1,224	+18%	+$117K	0.01%	778
2025 Q2	$657K	Buy	6,859 +3,513	+105%	+$332K	0.01%	761
2025 Q1	$319K	Buy	+3,346	New	+$313K	﹤0.01%	918
2023 Q1	–	Sell	-7,059	Closed	-$676K	–	728
2022 Q4	$676K	Buy	7,059 +881	+14%	+$84.6K	0.18%	149
2022 Q3	$593K	Buy	6,178 +169	+3%	+$17.1K	0.18%	150
2022 Q2	$615K	Buy	6,009 +1,271	+27%	+$130K	0.18%	147
2022 Q1	$509K	Sell	4,738 -36,007	-88%	-$4M	0.15%	162
2021 Q4	$4.69M	Buy	40,745 +23,953	+143%	+$2.75M	1.52%	7
2021 Q3	$1.94M	Buy	16,792 +6,783	+68%	+$793K	1.18%	10
2021 Q2	$1.16M	Buy	+10,009	New	+$1.15M	0.79%	30
2020 Q4	–	Sell	-445	Closed	-$54K	–	377
2020 Q3	$54K	Sell	445 -13	-3%	-$1.59K	0.04%	213
2020 Q2	$56K	Buy	458 +16	+4%	+$1.94K	0.05%	191
2020 Q1	$54K	Buy	+442	New	+$50.9K	0.06%	167
2019 Q4	–	Sell	-4,172	Closed	-$469K	–	292
2019 Q3	$469K	Buy	+4,172	New	+$465K	1.02%	27