MA Private Wealth’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
2021 Q3	–	Sell	-10,003	Closed	-$1.16M	–	90
2021 Q2	$1.16M	Sell	10,003 -188	-2%	-$21.5K	0.23%	46
2021 Q1	$1.15M	Sell	10,191 -619	-6%	-$72.1K	0.24%	46
2020 Q4	$1.3M	Sell	10,810 -25	-0.2%	-$3.01K	0.3%	39
2020 Q3	$1.32M	Buy	10,835 +62	+0.6%	+$7.56K	0.31%	39
2020 Q2	$1.31M	Buy	10,773 +17	+0.2%	+$2.07K	0.33%	38
2020 Q1	$1.31M	Sell	10,756 -33	-0.3%	-$3.8K	0.38%	31
2019 Q4	$1.19M	Sell	10,789 -22	-0.2%	-$2.45K	0.36%	27
2019 Q3	$1.22M	Sell	10,811 -140	-1%	-$15.6K	0.34%	35
2019 Q2	$1.21M	Buy	10,951 +128	+1%	+$13.7K	0.35%	39
2019 Q1	$1.15M	Sell	10,823 -1,890	-15%	-$198K	0.37%	41
2018 Q4	$1.32M	Buy	+12,713	New	+$1.29M	0.5%	40