MAI Capital 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
2025 Q2	$45.6M	Buy	476,652 +6,195	+1%	+$593K	0.32%	67
2025 Q1	$44.9M	Buy	470,457 +34,043	+8%	+$3.25M	0.34%	67
2024 Q4	$40.3M	Buy	+436,414	New	+$40.3M	0.3%	76