Fulton Breakefield Broenniman’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 Q2	$1.47M	Sell	15,364 -453	-3%	-$43.4K	0.1%	84
2025 Q1	$1.51M	Sell	15,817 -230	-1%	-$21.9K	0.11%	79
2024 Q4	$1.48M	Sell	16,047 -22,470	-58%	-$2.08M	0.11%	85
2024 Q3	$3.78M	Sell	38,517 -320	-0.8%	-$31.4K	0.26%	64
2024 Q2	$3.64M	Sell	38,837 -3,437	-8%	-$322K	0.27%	63
2024 Q1	$4M	Sell	42,274 -12,008	-22%	-$1.14M	0.31%	59
2023 Q4	$5.23M	Sell	54,282 -16,803	-24%	-$1.62M	0.42%	57
2023 Q3	$6.51M	Sell	71,085 -7,565	-10%	-$693K	0.57%	54
2023 Q2	$7.6M	Sell	78,650 -5,008	-6%	-$484K	0.63%	50
2023 Q1	$8.29M	Sell	83,658 -2,439	-3%	-$242K	0.71%	53
2022 Q4	$8.25M	Sell	86,097 -9,724	-10%	-$931K	0.73%	52
2022 Q3	$9.2M	Sell	95,821 -3,850	-4%	-$370K	0.86%	46
2022 Q2	$10.2M	Sell	99,671 -3,219	-3%	-$329K	0.88%	48
2022 Q1	$11.1M	Sell	102,890 -1,424	-1%	-$153K	0.97%	43
2021 Q4	$12M	Sell	104,314 -9,692	-9%	-$1.11M	0.89%	45
2021 Q3	$13.1M	Sell	114,006 -1,672	-1%	-$193K	1.12%	39
2021 Q2	$13.4M	Sell	115,678 -519	-0.4%	-$59.9K	1.14%	39
2021 Q1	$13.1M	Buy	116,197 +14,809	+15%	+$1.67M	1.21%	37
2020 Q4	$12.2M	Sell	101,388 -15,251	-13%	-$1.83M	1.46%	29
2020 Q3	$14.2M	Buy	116,639 +6,817	+6%	+$830K	1.6%	27
2020 Q2	$13.4M	Buy	109,822 +5,447	+5%	+$664K	1.63%	26
2020 Q1	$12.7M	Sell	104,375 -498	-0.5%	-$60.5K	1.89%	21
2019 Q4	$11.6M	Buy	104,873 +266	+0.3%	+$29.3K	1.35%	36
2019 Q3	$11.8M	Buy	+104,607	New	+$11.8M	1.5%	26