RPG Investment Advisory’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
2025 Q1	–	Sell	-21,510	Closed	-$1.99M	–	101
2024 Q4	$1.99M	Sell	21,510 -3,300	-13%	-$312K	0.27%	56
2024 Q3	$2.43M	Sell	24,810 -4,814	-16%	-$465K	0.35%	56
2024 Q2	$2.77M	Sell	29,624 -14,932	-34%	-$1.39M	0.41%	54
2024 Q1	$4.22M	Sell	44,556 -10,903	-20%	-$1.03M	0.63%	51
2023 Q4	$5.35M	Buy	+55,459	New	+$5.13M	0.87%	48
2019 Q3	–	Sell	-51	Closed	-$6K	–	271
2019 Q2	$6K	Hold	51	–	–	﹤0.01%	204
2019 Q1	$5K	Hold	51	–	–	﹤0.01%	229
2018 Q4	$5K	Buy	51 +1	+2%	+$101	﹤0.01%	226
2018 Q3	$5K	Hold	50	–	–	﹤0.01%	248
2018 Q2	$5K	Sell	50 -201	-80%	-$20.5K	﹤0.01%	256
2018 Q1	$26K	Sell	251 -755	-75%	-$77.7K	0.01%	202
2017 Q4	$106K	Sell	1,006 -509	-34%	-$54K	0.03%	117
2017 Q3	$161K	Buy	1,515 +7	+0.5%	+$750	0.04%	117
2017 Q2	$161K	Buy	+1,508	New	+$161K	0.04%	114