Principle 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
2024 Q3	–	Sell	-121,583	Closed	-$11.4M	–	344
2024 Q2	$11.4M	Buy	121,583 +2,725	+2%	+$255K	0.87%	26
2024 Q1	$11.3M	Buy	118,858 +5,220	+5%	+$494K	0.88%	26
2023 Q4	$11M	Buy	+113,638	New	+$11M	0.94%	24