Mowery & Schoenfeld Wealth 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
2024 Q4	–	Sell	-26,279	Closed	-$2.58M	–	503
2024 Q3	$2.58M	Buy	+26,279	New	+$2.58M	4.07%	6
2024 Q1	–	Sell	-2,636	Closed	-$254K	–	175
2023 Q4	$254K	Buy	+2,636	New	+$254K	0.51%	27