Retirement Income Solutions’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
2026 Q1	$278K	Hold	2,909	–	–	0.05%	134
2025 Q4	$280K	Sell	2,909 -614	-17%	-$59.4K	0.05%	132
2025 Q3	$340K	Sell	3,523 -156	-4%	-$14.9K	0.06%	116
2025 Q2	$352K	Sell	3,679 -983	-21%	-$92.9K	0.06%	109
2025 Q1	$445K	Sell	4,662 -1,488	-24%	-$139K	0.09%	79
2024 Q4	$569K	Sell	6,150 -7,298	-54%	-$690K	0.11%	67
2024 Q3	$1.32M	Sell	13,448 -892	-6%	-$86.2K	0.3%	38
2024 Q2	$1.34M	Sell	14,340 -20,313	-59%	-$1.89M	0.32%	38
2024 Q1	$3.28M	Sell	34,653 -3,664	-10%	-$347K	0.74%	21
2023 Q4	$3.69M	Sell	38,317 -8,437	-18%	-$780K	0.92%	19
2023 Q3	$4.28M	Sell	46,754 -4,302	-8%	-$406K	1.2%	16
2023 Q2	$4.93M	Buy	51,056 +1,370	+3%	+$135K	1.32%	15
2023 Q1	$4.92M	Buy	49,686 +21,357	+75%	+$2.09M	1.44%	14
2022 Q4	$2.71M	Buy	+28,329	New	+$2.72M	0.86%	20