Destination Wealth Management’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
2022 Q4	–	Sell	-2,466	Closed	-$237K	–	205
2022 Q3	$237K	Hold	2,466	–	–	0.01%	173
2022 Q2	$252K	Hold	2,466	–	–	0.01%	177
2022 Q1	$265K	Hold	2,466	–	–	0.01%	177
2021 Q4	$284K	Hold	2,466	–	–	0.01%	174
2021 Q3	$284K	Hold	2,466	–	–	0.01%	156
2021 Q2	$285K	Hold	2,466	–	–	0.01%	162
2021 Q1	$278K	Sell	2,466 -6	-0.2%	-$699	0.01%	160
2020 Q4	$297K	Buy	+2,472	New	+$297K	0.01%	143
2020 Q2	–	Sell	-12,346	Closed	-$1.5M	–	153
2020 Q1	$1.5M	Buy	+12,346	New	+$1.42M	0.09%	90
2019 Q3	–	Sell	-1,342	Closed	-$148K	–	294
2019 Q2	$148K	Buy	+1,342	New	+$144K	0.01%	151
2018 Q3	–	Sell	-92	Closed	-$9K	–	720
2018 Q2	$9K	Sell	92 -69	-43%	-$7.03K	﹤0.01%	404
2018 Q1	$17K	Buy	+161	New	+$16.6K	﹤0.01%	354
2016 Q4	–	Sell	-3,464	Closed	-$388K	–	174
2016 Q3	$388K	Sell	3,464 -4,308	-55%	-$483K	0.03%	124
2016 Q2	$878K	Buy	+7,772	New	+$860K	0.07%	87
2015 Q3	–	Sell	-7,323	Closed	-$769K	–	164
2015 Q2	$769K	Buy	+7,323	New	+$780K	0.05%	144