L.M. Kohn & Company’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
2025 Q3	–	Sell	-3,454	Closed	-$331K	–	200
2025 Q2	$331K	Sell	3,454 -3,050	-47%	-$288K	0.09%	183
2025 Q1	$620K	Sell	6,504 -123	-2%	-$11.5K	0.16%	129
2024 Q4	$613K	Sell	6,627 -1,472	-18%	-$139K	0.16%	123
2024 Q3	$795K	Buy	8,099 +2,069	+34%	+$200K	0.2%	107
2024 Q2	$565K	Sell	6,030 -790	-12%	-$73.4K	0.15%	134
2024 Q1	$646K	Buy	6,820 +1,497	+28%	+$142K	0.18%	120
2023 Q4	$513K	Buy	5,323 +414	+8%	+$38.3K	0.16%	126
2023 Q3	$450K	Sell	4,909 -2,240	-31%	-$211K	0.16%	127
2023 Q2	$691K	Sell	7,149 -7,022	-50%	-$690K	0.26%	90
2023 Q1	$1.4M	Sell	14,171 -2,047	-13%	-$200K	0.58%	35
2022 Q4	$1.55M	Buy	16,218 +490	+3%	+$47.1K	0.73%	26
2022 Q3	$1.51M	Buy	15,728 +1,654	+12%	+$168K	0.74%	27
2022 Q2	$1.44M	Sell	14,074 -9,374	-40%	-$962K	0.67%	31
2022 Q1	$2.52M	Buy	+23,448	New	+$2.6M	0.97%	15