KFG 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
2024 Q4	–	Sell	-2,322	Closed	-$228K	–	187
2024 Q3	$228K	Sell	2,322 -67	-3%	-$6.57K	0.05%	170
2024 Q2	$224K	Hold	2,389	–	–	0.09%	147
2024 Q1	$226K	Buy	2,389 +175	+8%	+$16.6K	0.09%	147
2023 Q4	$213K	Buy	+2,214	New	+$213K	0.1%	127