Morris Financial Concepts’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
2026 Q1	$3.82K	Hold	40	–	–	﹤0.01%	187
2025 Q4	$3.85K	Hold	40	–	–	﹤0.01%	185
2025 Q3	$3.86K	Hold	40	–	–	﹤0.01%	188
2025 Q2	$3.83K	Hold	40	–	–	﹤0.01%	185
2025 Q1	$3.81K	Hold	40	–	–	﹤0.01%	184
2024 Q4	$3.7K	Hold	40	–	–	﹤0.01%	171
2024 Q3	$3.92K	Hold	40	–	–	﹤0.01%	178
2024 Q2	$3.75K	Hold	40	–	–	﹤0.01%	149
2024 Q1	$3.79K	Hold	40	–	–	﹤0.01%	151
2023 Q4	$3.86K	Hold	40	–	–	﹤0.01%	149
2023 Q3	$3.66K	Hold	40	–	–	﹤0.01%	137
2023 Q2	$3.86K	Buy	+40	New	+$3.93K	﹤0.01%	140
2022 Q2	–	Sell	-13	Closed	-$1K	–	130
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	115
2021 Q4	$1K	Buy	+13	New	+$1.49K	﹤0.01%	105