Liberty Wealth 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
2024 Q3	–	Sell	-26,217	Closed	-$43K	–	233
2024 Q2	$43K	Buy	+26,217	New	+$2.44M	0.01%	216
2021 Q4	–	Sell	-182	Closed	-$21K	–	597
2021 Q3	$21K	Sell	182 -44	-19%	-$5.14K	0.01%	635
2021 Q2	$26K	Sell	226 -1,989	-90%	-$228K	0.01%	453
2021 Q1	$262K	Hold	2,215	–	–	0.13%	89
2020 Q4	$262K	Sell	2,215 -1,128	-34%	-$136K	0.13%	89
2020 Q3	$407K	Buy	3,343 +508	+18%	+$62K	0.24%	65
2020 Q2	$373K	Buy	2,835 +2,581	+1,016%	+$314K	0.26%	62
2020 Q1	$31K	Sell	254 -46	-15%	-$5.29K	0.03%	279
2019 Q4	$33K	Buy	300 +111	+59%	+$12.4K	0.03%	327
2019 Q3	$21K	Sell	189 -72	-28%	-$8.03K	0.02%	392
2019 Q2	$29K	Buy	+261	New	+$28K	0.03%	345