Braun-Bostich & Associates’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
2022 Q3	–	Sell	-2,589	Closed	-$265K	–	60
2022 Q2	$265K	Sell	2,589 -15,403	-86%	-$1.58M	0.69%	52
2022 Q1	$1.93M	Buy	+17,992	New	+$2M	4.16%	3
2021 Q4	–	Sell	-25,297	Closed	-$2.92M	–	124
2021 Q3	$2.92M	Sell	25,297 -35,332	-58%	-$4.13M	5.49%	1
2021 Q2	$7M	Buy	60,629 +1,193	+2%	+$137K	12.76%	1
2021 Q1	$6.71M	Buy	59,436 +8,667	+17%	+$1.01M	12.9%	1
2020 Q4	$6.09M	Buy	+50,769	New	+$6.11M	12.24%	1
2020 Q3	–	Sell	-298	Closed	-$36K	–	283
2020 Q2	$36K	Hold	298	–	–	0.04%	142
2020 Q1	$36K	Hold	298	–	–	0.05%	145
2019 Q4	$33K	Buy	+298	New	+$33.2K	0.03%	157
2019 Q3	–	Sell	-298	Closed	-$33K	–	183
2019 Q2	$33K	Sell	298 -290	-49%	-$31.1K	0.03%	205
2019 Q1	$63K	Sell	588 -405	-41%	-$42.4K	0.07%	188
2018 Q4	$103K	Sell	993 -189	-16%	-$19.1K	0.11%	138
2018 Q3	$120K	Sell	1,182 -14,925	-93%	-$1.52M	0.12%	128
2018 Q2	$1.65M	Sell	16,107 -4,092	-20%	-$417K	1.65%	12
2018 Q1	$2.08M	Sell	20,199 -713	-3%	-$73.4K	1.81%	12
2017 Q4	$2.21M	Buy	+20,912	New	+$2.22M	1.87%	12