Farther Finance Advisors’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
2026 Q1	$28M	Sell	294,845 -19,807	-6%	-$1.91M	0.27%	74
2025 Q4	$30.3M	Buy	314,652 +23,807	+8%	+$2.3M	0.32%	60
2025 Q3	$28.1M	Buy	290,845 +275,024	+1,738%	+$26.3M	0.42%	49
2025 Q2	$1.52M	Sell	15,821 -518	-3%	-$49K	0.03%	452
2025 Q1	$1.56M	Buy	16,339 +13,446	+465%	+$1.26M	0.04%	359
2024 Q4	$268K	Buy	2,893 +343	+13%	+$32.4K	0.01%	857
2024 Q3	$250K	Buy	2,550 +242	+10%	+$23.4K	0.01%	907
2024 Q2	$214K	Buy	2,308 +238	+11%	+$22.1K	0.01%	813
2024 Q1	$194K	Buy	2,070 +633	+44%	+$60K	0.01%	697
2023 Q4	$139K	Buy	1,437 +758	+112%	+$70.1K	0.01%	682
2023 Q3	$62.2K	Sell	679 -3,146	-82%	-$297K	0.01%	714
2023 Q2	$369K	Sell	3,825 -58	-1%	-$5.7K	0.08%	208
2023 Q1	$385K	Sell	3,883 -1,695	-30%	-$166K	0.11%	168
2022 Q4	$534K	Buy	+5,578	New	+$536K	0.21%	95