Caldwell Trust’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
2025 Q2	–	Sell	-186	Closed	-$17.7K	–	753
2025 Q1	$17.7K	Buy	+186	New	+$17.4K	﹤0.01%	575
2024 Q2	–	Sell	-166	Closed	-$15.7K	–	707
2024 Q1	$15.7K	Buy	+166	New	+$15.7K	﹤0.01%	582
2023 Q2	–	Sell	-85	Closed	-$8.43K	–	768
2023 Q1	$8.43K	Sell	85 -524	-86%	-$51.2K	﹤0.01%	639
2022 Q4	$58.3K	Hold	609	–	–	0.01%	401
2022 Q3	$58.5K	Sell	609 -204	-25%	-$20.7K	0.01%	407
2022 Q2	$83.2K	Buy	813 +204	+33%	+$20.9K	0.01%	375
2022 Q1	$65.4K	Hold	609	–	–	0.01%	425
2021 Q4	$70K	Sell	609 -86	-12%	-$9.89K	0.01%	419
2021 Q3	$80.1K	Hold	695	–	–	0.01%	385
2021 Q2	$80.3K	Sell	695 -204	-23%	-$23.3K	0.01%	388
2021 Q1	$102K	Sell	899 -1,526	-63%	-$178K	0.01%	349
2020 Q4	$291K	Buy	2,425 +1,525	+169%	+$183K	0.04%	218
2020 Q3	$110K	Hold	900	–	–	0.02%	314
2020 Q2	$110K	Hold	900	–	–	0.02%	319
2020 Q1	$109K	Hold	900	–	–	0.02%	308
2019 Q4	$99.2K	Buy	+900	New	+$100K	0.02%	363