IPG Investment Advisors’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
2026 Q1	$6.43M	Buy	67,424 +1,730	+3%	+$166K	1.11%	24
2025 Q4	$6.32M	Buy	65,694 +7,978	+14%	+$772K	1.11%	23
2025 Q3	$5.57M	Sell	57,716 -725	-1%	-$69.3K	0.99%	29
2025 Q2	$5.6M	Sell	58,441 -69,788	-54%	-$6.6M	1.09%	24
2025 Q1	$12.2M	Buy	128,229 +9,404	+8%	+$880K	2.77%	11
2024 Q4	$11M	Buy	118,825 +58,634	+97%	+$5.54M	2.5%	11
2024 Q3	$5.91M	Sell	60,191 -62,866	-51%	-$6.08M	1.29%	21
2024 Q2	$11.5M	Buy	123,057 +2,143	+2%	+$199K	2.52%	10
2024 Q1	$11.4M	Sell	120,914 -513	-0.4%	-$48.6K	2.5%	14
2023 Q4	$11.7M	Sell	121,427 -33,338	-22%	-$3.08M	2.34%	13
2023 Q3	$14.2M	Buy	154,765 +42,809	+38%	+$4.04M	3.12%	6
2023 Q2	$10.8M	Buy	111,956 +24,957	+29%	+$2.45M	2.36%	14
2023 Q1	$8.62M	Buy	86,999 +67,245	+340%	+$6.57M	1.97%	16
2022 Q4	$1.89M	Sell	19,754 -1,285	-6%	-$123K	0.53%	35
2022 Q3	$2.02M	Hold	21,039	–	–	0.57%	37
2022 Q2	$2.15M	Hold	21,039	–	–	0.54%	33
2022 Q1	$2.26M	Buy	+21,039	New	+$2.33M	0.43%	37
2021 Q2	–	Sell	-15,224	Closed	-$1.72M	–	177
2021 Q1	$1.72M	Hold	15,224	–	–	0.34%	51
2020 Q4	$1.83M	Buy	15,224 +700	+5%	+$84.2K	0.42%	43
2020 Q3	$1.77M	Hold	14,524	–	–	0.51%	39
2020 Q2	$1.77M	Sell	14,524 -184	-1%	-$22.4K	0.6%	36
2020 Q1	$1.79M	Buy	14,708 +184	+1%	+$21.2K	0.75%	31
2019 Q4	$1.6M	Buy	14,524 +742	+5%	+$82.7K	0.51%	43
2019 Q3	$1.55M	Hold	13,782	–	–	0.54%	41
2019 Q2	$1.52M	Hold	13,782	–	–	0.55%	38
2019 Q1	$1.47M	Hold	13,782	–	–	0.5%	40
2018 Q4	$1.44M	Buy	+13,782	New	+$1.4M	0.55%	36
2017 Q3	–	Sell	-4,800	Closed	-$512K	–	150
2017 Q2	$512K	Buy	+4,800	New	+$513K	0.21%	65