SageView Advisory Group’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
2023 Q4	–	Sell	-2,684	Closed	-$246K	–	692
2023 Q3	$246K	Sell	2,684 -228	-8%	-$20.9K	0.01%	465
2023 Q2	$281K	Sell	2,912 -2,562	-47%	-$247K	0.02%	460
2023 Q1	$543K	Sell	5,474 -89	-2%	-$8.82K	0.03%	292
2022 Q4	$533K	Buy	+5,563	New	+$533K	0.04%	233