Palumbo Wealth Management’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
2024 Q4	–	Sell	-84,085	Closed	-$8.25M	–	178
2024 Q3	$8.25M	Buy	84,085 +1,563	+2%	+$151K	3.21%	6
2024 Q2	$7.73M	Sell	82,522 -4,173	-5%	-$388K	3.27%	6
2024 Q1	$8.21M	Sell	86,695 -3,034	-3%	-$288K	3.67%	5
2023 Q4	$8.65M	Sell	89,729 -25,485	-22%	-$2.36M	4.42%	5
2023 Q3	$10.6M	Sell	115,214 -8,903	-7%	-$840K	5.8%	4
2023 Q2	$12M	Buy	124,117 +1,230	+1%	+$121K	7.33%	2
2023 Q1	$12.2M	Buy	122,887 +3,606	+3%	+$352K	8.1%	2
2022 Q4	$11.4M	Buy	119,281 +29,242	+32%	+$2.81M	9.08%	2
2022 Q3	$8.64M	Sell	90,039 -42,733	-32%	-$4.34M	7.32%	1
2022 Q2	$13.6M	Buy	132,772 +48,510	+58%	+$4.98M	10.78%	1
2022 Q1	$9.06M	Sell	84,262 -36,068	-30%	-$4M	5.82%	4
2021 Q4	$13.8M	Buy	120,330 +1,833	+2%	+$211K	8.67%	2
2021 Q3	$13.7M	Buy	118,497 +12,334	+12%	+$1.44M	9%	1
2021 Q2	$12.3M	Buy	106,163 +13,296	+14%	+$1.52M	8.23%	2
2021 Q1	$10.5M	Sell	92,867 -2,469	-3%	-$288K	7.91%	1
2020 Q4	$11.4M	Buy	+95,336	New	+$11.5M	9.23%	3