Foundry Financial Group’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
2024 Q4	–	Sell	-97,929	Closed	-$9.61M	–	62
2024 Q3	$9.61M	Buy	97,929 +2,308	+2%	+$226K	6%	4
2024 Q2	$8.95M	Buy	95,621 +22,359	+31%	+$2.09M	6.17%	4
2024 Q1	$6.93M	Buy	73,262 +25,268	+53%	+$2.39M	4.95%	8
2023 Q4	$4.63M	Buy	+47,994	New	+$4.63M	3.92%	13