J.W. Coons 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
2025 Q2	$1.23M	Hold	12,844	–	–	0.28%	82
2025 Q1	$1.22M	Hold	12,844	–	–	0.32%	76
2024 Q4	$1.19M	Sell	12,844 -395	-3%	-$37.3K	0.31%	77
2024 Q3	$1.3M	Buy	13,239 +135	+1%	+$13.1K	0.32%	77
2024 Q2	$1.23M	Buy	13,104 +490	+4%	+$45.5K	0.3%	72
2024 Q1	$1.19M	Buy	12,614 +370	+3%	+$35.1K	0.27%	75
2023 Q4	$1.18M	Sell	12,244 -2,690	-18%	-$249K	0.32%	75
2023 Q3	$1.37M	Buy	14,934 +1,525	+11%	+$144K	0.39%	61
2023 Q2	$1.3M	Buy	13,409 +345	+3%	+$33.9K	0.35%	70
2023 Q1	$1.29M	Sell	13,064 -115	-0.9%	-$11.2K	0.37%	67
2022 Q4	$1.26M	Sell	13,179 -181	-1%	-$17.4K	0.38%	66
2022 Q3	$1.28M	Sell	13,360 -821	-6%	-$83.3K	0.49%	60
2022 Q2	$1.45M	Buy	14,181 +2,270	+19%	+$233K	0.51%	57
2022 Q1	$1.28M	Buy	11,911 +1,750	+17%	+$194K	0.38%	68
2021 Q4	$1.17M	Sell	10,161 -480	-5%	-$55.2K	0.35%	74
2021 Q3	$1.23M	Hold	10,641	–	–	0.42%	69
2021 Q2	$1.23M	Sell	10,641 -550	-5%	-$62.9K	0.44%	64
2021 Q1	$1.26M	Buy	11,191 +265	+2%	+$30.9K	0.45%	65
2020 Q4	$1.31M	Buy	10,926 +400	+4%	+$48.1K	0.5%	57
2020 Q3	$1.28M	Buy	10,526 +1,650	+19%	+$201K	0.53%	55
2020 Q2	$1.08M	Sell	8,876 -995	-10%	-$121K	0.48%	60
2020 Q1	$1.2M	Buy	+9,871	New	+$1.14M	0.63%	50