Core Wealth Partners’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	$992K	Buy	10,357 +5,024	+94%	+$481K	0.5%	50
2025 Q1	$509K	Buy	5,333 +1,131	+27%	+$108K	0.3%	81
2024 Q4	$388K	Buy	+4,202	New	+$388K	0.22%	98