Roger Wittlin Investment Advisory’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	–	Sell	-2,990	Closed	-$285K	–	44
2025 Q1	$285K	Buy	2,990 +18	+0.6%	+$1.72K	0.17%	39
2024 Q4	$275K	Buy	2,972 +37	+1%	+$3.42K	0.15%	39
2024 Q3	$288K	Buy	2,935 +27	+0.9%	+$2.65K	0.17%	44
2024 Q2	$272K	Buy	+2,908	New	+$272K	0.17%	41