Copia Wealth Management’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	$145K	Sell	1,517 -812	-35%	-$77.8K	0.12%	105
2025 Q1	$222K	Buy	2,329 +78	+3%	+$7.44K	0.21%	80
2024 Q4	$208K	Buy	+2,251	New	+$208K	0.2%	79