Heirloom Wealth 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
2023 Q4	–	Sell	-5,375	Closed	-$492K	–	53
2023 Q3	$492K	Sell	5,375 -161,986	-97%	-$14.8M	0.22%	35
2023 Q2	$16.2M	Buy	167,361 +9,337	+6%	+$902K	7.02%	5
2023 Q1	$15.7M	Buy	158,024 +35,342	+29%	+$3.5M	7.48%	3
2022 Q4	$11.8M	Buy	+122,682	New	+$11.8M	7.32%	3