Jessup Wealth Management’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	$9.12M	Sell	95,184 -4,069	-4%	-$390K	3.66%	8
2025 Q1	$9.47M	Buy	99,253 +43,618	+78%	+$4.16M	3.98%	7
2024 Q4	$5.14M	Buy	+55,635	New	+$5.14M	2.19%	17