ORG Wealth Partners’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	$2.04M	Sell	21,377 -2,514	-11%	-$240K	0.49%	24
2025 Q1	$2.28M	Sell	23,891 -11,778	-33%	-$1.12M	0.7%	21
2024 Q4	$3.3M	Buy	35,669 +32,844	+1,163%	+$3.04M	1.02%	11
2024 Q3	$277K	Buy	+2,825	New	+$277K	0.09%	100