Morningstar Investment Services’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
2024 Q4	–	Sell	-7,375	Closed	-$726K	–	250
2024 Q3	$726K	Buy	7,375 +2,485	+51%	+$245K	0.01%	236
2024 Q2	$460K	Buy	4,890 +1,926	+65%	+$181K	0.01%	261
2024 Q1	$281K	Buy	2,964 +172	+6%	+$16.3K	﹤0.01%	293
2023 Q4	$270K	Buy	+2,792	New	+$270K	﹤0.01%	364