Montis Financial’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 Q1	–	Sell	-5,475	Closed	-$506K	–	146
2024 Q4	$506K	Hold	5,475	–	–	0.16%	86
2024 Q3	$537K	Hold	5,475	–	–	0.19%	61
2024 Q2	$513K	Hold	5,475	–	–	0.24%	46
2024 Q1	$518K	Buy	+5,475	New	+$518K	0.25%	45