Horan Securities’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
2025 Q2	$833K	Sell	8,699 -352	-4%	-$33.3K	0.29%	45
2025 Q1	$863K	Buy	9,051 +207	+2%	+$19.4K	0.33%	34
2024 Q4	$818K	Sell	8,844 -6	-0.1%	-$567	0.31%	34
2024 Q3	$868K	Sell	8,850 -17	-0.2%	-$1.64K	0.33%	31
2024 Q2	$830K	Buy	8,867 +99	+1%	+$9.2K	0.36%	31
2024 Q1	$830K	Sell	8,768 -522	-6%	-$49.5K	0.39%	25
2023 Q4	$895K	Sell	9,290 -2,206	-19%	-$204K	0.45%	16
2023 Q3	$1.05M	Buy	11,496 +73	+0.6%	+$6.88K	0.56%	12
2023 Q2	$1.1M	Buy	11,423 +976	+9%	+$95.9K	0.47%	21
2023 Q1	$1.04M	Sell	10,447 -406	-4%	-$39.7K	0.53%	15
2022 Q4	$1.04M	Sell	10,853 -187	-2%	-$18K	0.58%	17
2022 Q3	$1.06M	Buy	11,040 +509	+5%	+$51.6K	0.65%	20
2022 Q2	$1.08M	Buy	10,531 +514	+5%	+$52.7K	0.65%	21
2022 Q1	$1.08M	Buy	10,017 +278	+3%	+$30.9K	0.63%	16
2021 Q4	$1.12M	Buy	+9,739	New	+$1.12M	0.67%	13
2021 Q2	$946K	Buy	8,193 +1,347	+20%	+$154K	0.67%	12
2021 Q1	$773K	Buy	6,846 +2,134	+45%	+$249K	0.65%	13
2020 Q4	$565K	Buy	4,712 +1,207	+34%	+$145K	0.47%	17
2020 Q3	$427K	Buy	+3,505	New	+$428K	0.43%	20