Family 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 Q1	–	Sell	-9,653	Closed	-$892K	–	216
2024 Q4	$892K	Sell	9,653 -6,023	-38%	-$557K	0.14%	91
2024 Q3	$1.54M	Buy	+15,676	New	+$1.54M	0.25%	70
2019 Q4	–	Sell	-477	Closed	-$54K	–	194
2019 Q3	$54K	Buy	+477	New	+$54K	0.02%	161