Kestra Advisory 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
2026 Q1	$37.6M	Buy	394,006 +29,876	+8%	+$2.87M	0.14%	142
2025 Q4	$35M	Sell	364,130 -3,627	-1%	-$351K	0.14%	132
2025 Q3	$35.5M	Buy	367,757 +289,555	+370%	+$27.7M	0.16%	120
2025 Q2	$7.49M	Buy	78,202 +49,758	+175%	+$4.7M	0.04%	471
2025 Q1	$2.71M	Sell	28,444 -280,227	-91%	-$26.2M	0.01%	851
2024 Q4	$28.5M	Sell	308,671 -35,272	-10%	-$3.33M	0.16%	120
2024 Q3	$33.7M	Buy	343,943 +47,062	+16%	+$4.55M	0.19%	114
2024 Q2	$27.3M	Buy	296,881 +150,373	+103%	+$14M	0.15%	140
2024 Q1	$13.9M	Sell	146,508 -15,701	-10%	-$1.49M	0.09%	233
2023 Q4	$15.6M	Buy	162,209 +70,563	+77%	+$6.53M	0.13%	168
2023 Q3	$8.39M	Sell	91,646 -10,655	-10%	-$1M	0.08%	262
2023 Q2	$9.88M	Sell	102,301 -98,411	-49%	-$9.67M	0.1%	227
2023 Q1	$19.9M	Buy	200,712 +111,131	+124%	+$10.9M	0.22%	102
2022 Q4	$8.58M	Buy	89,581 +1,214	+1%	+$117K	0.08%	282
2022 Q3	$8.48M	Sell	88,367 -103,654	-54%	-$10.5M	0.09%	247
2022 Q2	$19.6M	Buy	192,021 +108,720	+131%	+$11.2M	0.2%	108
2022 Q1	$8.95M	Sell	83,301 -816	-1%	-$90.6K	0.09%	244
2021 Q4	$9.67M	Buy	84,117 +3,937	+5%	+$453K	0.1%	230
2021 Q3	$9.24M	Buy	80,180 +8,187	+11%	+$957K	0.09%	240
2021 Q2	$8.31M	Buy	71,993 +8,915	+14%	+$1.02M	0.09%	235
2021 Q1	$7.12M	Sell	63,078 -43,244	-41%	-$5.04M	0.09%	254
2020 Q4	$12.7M	Buy	106,322 +11,024	+12%	+$1.33M	0.15%	162
2020 Q3	$12.3M	Buy	+95,298	New	+$11.6M	0.23%	112