First Citizens Asset 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
2026 Q1	$770K	Buy	8,073 +925	+13%	+$89K	0.27%	16
2025 Q4	$687K	Buy	7,148 +1,426	+25%	+$138K	0.24%	17
2025 Q3	$552K	Buy	5,722 +468	+9%	+$44.7K	0.2%	19
2025 Q2	$503K	Buy	5,254 +124	+2%	+$11.7K	0.18%	18
2025 Q1	$489K	Sell	5,130 -221	-4%	-$20.7K	0.19%	18
2024 Q4	$495K	Sell	5,351 -413	-7%	-$39K	0.18%	18
2024 Q3	$566K	Buy	5,764 +33	+0.6%	+$3.19K	0.2%	20
2024 Q2	$537K	Sell	5,731 -105	-2%	-$9.76K	0.2%	21
2024 Q1	$552K	Sell	5,836 -499	-8%	-$47.3K	0.21%	22
2023 Q4	$611K	Sell	6,335 -126	-2%	-$11.7K	0.24%	24
2023 Q3	$592K	Buy	6,461 +711	+12%	+$67.1K	0.25%	26
2023 Q2	$555K	Sell	5,750 -6	-0.1%	-$590	0.23%	26
2023 Q1	$571K	Sell	5,756 -70	-1%	-$6.84K	0.24%	25
2022 Q4	$558K	Sell	5,826 -387	-6%	-$37.2K	0.31%	21
2022 Q3	$596K	Buy	+6,213	New	+$630K	0.38%	19