J. Safra Sarasin Holding’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	$1.74M	Sell	18,135 -1,518	-8%	-$145K	0.03%	255
2025 Q1	$1.87M	Sell	19,653 -18,594	-49%	-$1.77M	0.03%	230
2024 Q4	$3.54M	Buy	38,247 +11,405	+42%	+$1.05M	0.06%	159
2024 Q3	$2.63M	Sell	26,842 -5,583	-17%	-$548K	0.05%	190
2024 Q2	$3.04M	Buy	+32,425	New	+$3.04M	0.06%	174