Heritage Oak Wealth Advisors’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	$508K	Sell	5,306 -139,064	-96%	-$13.3M	0.2%	46
2025 Q1	$13.8M	Buy	+144,370	New	+$13.8M	6.05%	3
2024 Q3	–	Sell	-8,187	Closed	-$767K	–	177
2024 Q2	$767K	Buy	+8,187	New	+$767K	0.39%	35