Karpus Investment Management’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	$2.6M	Sell	27,211 -449,010	-94%	-$43.2M	0.08%	165
2025 Q4	$45.8M	Buy	476,221 +32,583	+7%	+$3.15M	1.41%	19
2025 Q3	$42.8M	Buy	443,638 +129,669	+41%	+$12.4M	1.36%	23
2025 Q2	$30.1M	Sell	313,969 -105,318	-25%	-$9.96M	0.97%	25
2025 Q1	$40M	Buy	419,287 +3,111	+0.7%	+$291K	1.3%	21
2024 Q4	$38.5M	Buy	416,176 +223,776	+116%	+$21.1M	1.14%	23
2024 Q3	$18.9M	Buy	192,400 +178,215	+1,256%	+$17.2M	0.52%	47
2024 Q2	$1.33M	Sell	14,185 -235	-2%	-$21.8K	0.04%	183
2024 Q1	$1.36M	Sell	14,420 -7,645	-35%	-$725K	0.04%	186
2023 Q4	$2.13M	Buy	22,065 +295	+1%	+$27.3K	0.06%	163
2023 Q3	$1.99M	Sell	21,770 -1,500	-6%	-$141K	0.07%	173
2023 Q2	$2.25M	Sell	23,270 -300	-1%	-$29.5K	0.07%	177
2023 Q1	$2.34M	Sell	23,570 -73,462	-76%	-$7.18M	0.07%	191
2022 Q4	$9.29M	Buy	+97,032	New	+$9.32M	0.31%	70