Davies Financial Advisors’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	$1.55M	Buy	+16,206	New	+$1.55M	1.21%	19
2024 Q3	–	Sell	-2,331	Closed	-$218K	–	76
2024 Q2	$218K	Sell	2,331 -1,817	-44%	-$170K	0.2%	68
2024 Q1	$393K	Buy	+4,148	New	+$393K	0.4%	43