Retirement Group’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 Q1	$52.3K	Buy	553 +3	+0.5%	+$284	0.02%	230
2023 Q4	$53K	Buy	550 +359	+188%	+$33.2K	0.02%	211
2023 Q3	$17.5K	Sell	191 -6,780	-97%	-$639K	0.01%	334
2023 Q2	$673K	Buy	6,971 +6,262	+883%	+$616K	0.28%	53
2023 Q1	$70K	Buy	709 +518	+271%	+$50.6K	0.03%	164
2022 Q4	$18K	Buy	+191	New	+$18.3K	0.01%	291
2022 Q3	–	Sell	-227	Closed	-$23K	–	632
2022 Q2	$23K	Buy	227 +72	+46%	+$7.39K	0.01%	298
2022 Q1	$17K	Hold	155	–	–	0.01%	366
2021 Q4	$18K	Sell	155 -105	-40%	-$12.1K	0.01%	350
2021 Q3	$30K	Hold	260	–	–	0.01%	267
2021 Q2	$30K	Sell	260 -104	-29%	-$11.9K	0.01%	275
2021 Q1	$41K	Buy	364 +1	+0.3%	+$117	0.02%	300
2020 Q4	$43K	Hold	363	–	–	0.02%	276
2020 Q3	$44K	Buy	363 +105	+41%	+$12.8K	0.02%	261
2020 Q2	$31K	Buy	+258	New	+$31.3K	0.02%	278
2019 Q4	$29K	Buy	+265	New	+$29.5K	0.02%	281