Joule Financial’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	$31.3M	Buy	328,296 +44,085	+16%	+$4.24M	9.13%	3
2025 Q4	$27.3M	Buy	284,211 +5,167	+2%	+$500K	8.19%	4
2025 Q3	$26.9M	Buy	279,044 +109,637	+65%	+$10.5M	8.06%	4
2025 Q2	$16.2M	Buy	169,407 +1,097	+0.7%	+$104K	5.27%	6
2025 Q1	$16.1M	Buy	168,310 +4,332	+3%	+$405K	5.63%	5
2024 Q4	$15.2M	Buy	163,978 +4,503	+3%	+$425K	5.36%	6
2024 Q3	$15.6M	Buy	159,475 +31,452	+25%	+$3.04M	5.69%	6
2024 Q2	$12M	Buy	128,023 +115,065	+888%	+$10.7M	4.87%	6
2024 Q1	$1.23M	Buy	12,958 +1,694	+15%	+$161K	0.51%	28
2023 Q4	$1.09M	Buy	11,264 +1,136	+11%	+$105K	0.51%	30
2023 Q3	$928K	Buy	10,128 +182	+2%	+$17.2K	0.47%	31
2023 Q2	$961K	Buy	9,946 +1,167	+13%	+$115K	0.5%	27
2023 Q1	$870K	Buy	8,779 +1,118	+15%	+$109K	0.47%	28
2022 Q4	$734K	Buy	7,661 +118	+2%	+$11.3K	0.49%	32
2022 Q3	$724K	Hold	7,543	–	–	0.54%	32
2022 Q2	$772K	Buy	+7,543	New	+$774K	0.6%	29