Kelly Financial Services’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
2024 Q3	–	Sell	-617	Closed	-$57.8K	–	391
2024 Q2	$57.8K	Buy	617 +4	+0.7%	+$372	0.02%	209
2024 Q1	$58K	Buy	613 +551	+889%	+$52.2K	0.02%	204
2023 Q4	$5.96K	Sell	62 -192	-76%	-$17.8K	﹤0.01%	458
2023 Q3	$23.3K	Buy	254 +195	+331%	+$18.4K	0.01%	266
2023 Q2	$5.67K	Sell	59 -237	-80%	-$23.3K	﹤0.01%	435
2023 Q1	$29.3K	Sell	296 -34	-10%	-$3.32K	0.01%	238
2022 Q4	$31.6K	Buy	330 +4	+1%	+$384	0.02%	217
2022 Q3	$31.3K	Buy	326 +53	+19%	+$5.38K	0.02%	209
2022 Q2	$27.9K	Hold	273	–	–	0.01%	221
2022 Q1	$29.3K	Sell	273 -43	-14%	-$4.77K	0.01%	238
2021 Q4	$36.3K	Sell	316 -59	-16%	-$6.78K	0.02%	218
2021 Q3	$43.2K	Sell	375 -42,934	-99%	-$5.02M	0.02%	176
2021 Q2	$375K	Buy	43,309 +42,934	+11,449%	+$4.91M	0.01%	219
2021 Q1	$42.3K	Buy	375 +286	+321%	+$33.3K	0.03%	143
2020 Q4	$10.7K	Buy	89 +63	+242%	+$7.58K	0.01%	260
2020 Q3	$3.17K	Hold	26	–	–	﹤0.01%	391
2020 Q2	$3.17K	Hold	26	–	–	﹤0.01%	387
2020 Q1	$3.16K	Hold	26	–	–	﹤0.01%	347
2019 Q4	$2.87K	Hold	26	–	–	﹤0.01%	370
2019 Q3	$2.92K	Hold	26	–	–	﹤0.01%	360
2019 Q2	$2.86K	Hold	26	–	–	﹤0.01%	348
2019 Q1	$2.77K	Buy	+26	New	+$2.72K	﹤0.01%	346