Buckingham Strategic Wealth’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 Q2	$219K	Buy	2,337 +5	+0.2%	+$465	﹤0.01%	685
2024 Q1	$221K	Sell	2,332 -515	-18%	-$48.8K	﹤0.01%	681
2023 Q4	$274K	Sell	2,847 -179	-6%	-$16.6K	﹤0.01%	590
2023 Q3	$277K	Sell	3,026 -1,242	-29%	-$117K	﹤0.01%	543
2023 Q2	$412K	Buy	4,268 +1,785	+72%	+$175K	0.01%	469
2023 Q1	$238K	Hold	2,483	–	–	﹤0.01%	527
2022 Q4	$238K	Sell	2,483 -663	-21%	-$63.7K	﹤0.01%	529
2022 Q3	$302K	Buy	3,146 +102	+3%	+$10.3K	0.01%	467
2022 Q2	$311K	Buy	3,044 +624	+26%	+$64K	0.01%	459
2022 Q1	$260K	Sell	2,420 -614	-20%	-$68.1K	0.01%	506
2021 Q4	$349K	Buy	3,034 +55	+2%	+$6.32K	0.01%	442
2021 Q3	$343K	Buy	2,979 +47	+2%	+$5.5K	0.01%	433
2021 Q2	$339K	Buy	2,932 +341	+13%	+$39K	0.01%	441
2021 Q1	$293K	Buy	2,591 +457	+21%	+$53.2K	0.01%	441
2020 Q4	$256K	Buy	+2,134	New	+$257K	0.01%	452
2020 Q1	–	Sell	-1,886	Closed	-$208K	–	488
2019 Q4	$208K	Buy	+1,886	New	+$210K	0.02%	432
2018 Q2	–	Sell	-2,944	Closed	-$304K	–	367
2018 Q1	$304K	Sell	2,944 -254	-8%	-$26.2K	0.06%	240
2017 Q4	$338K	Buy	3,198 +73	+2%	+$7.74K	0.07%	220
2017 Q3	$333K	Buy	3,125 +546	+21%	+$58.5K	0.08%	212
2017 Q2	$275K	Buy	+2,579	New	+$275K	0.06%	230