Drive 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
2024 Q4	–	Sell	-4,924	Closed	-$483K	–	359
2024 Q3	$483K	Buy	4,924 +144	+3%	+$13.9K	0.13%	131
2024 Q2	$448K	Sell	4,780 -8,414	-64%	-$782K	0.12%	148
2024 Q1	$1.25M	Sell	13,194 -2,754	-17%	-$261K	0.35%	55
2023 Q4	$1.54M	Sell	15,948 -5,435	-25%	-$503K	0.5%	41
2023 Q3	$1.96M	Sell	21,383 -3,380	-14%	-$319K	0.72%	31
2023 Q2	$2.39M	Buy	24,763 +93	+0.4%	+$9.14K	0.89%	23
2023 Q1	$2.45M	Buy	24,670 +22,468	+1,020%	+$2.2M	1.02%	16
2022 Q4	$211K	Sell	2,202 -105	-5%	-$10.1K	0.11%	208
2022 Q3	$221K	Sell	2,307 -19	-0.8%	-$1.93K	0.21%	131
2022 Q2	$238K	Sell	2,326 -218	-9%	-$22.4K	0.22%	130
2022 Q1	$273K	Buy	2,544 +217	+9%	+$24.1K	0.23%	116
2021 Q4	$268K	Buy	+2,327	New	+$267K	0.24%	112