Sharkey, Howes & Javer’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	–	Sell	-2,321	Closed	-$224K	–	123
2023 Q4	$224K	Sell	2,321 -73,767	-97%	-$6.82M	0.04%	107
2023 Q3	$6.97M	Buy	76,088 +5,425	+8%	+$512K	1.33%	18
2023 Q2	$6.83M	Buy	70,663 +3,094	+5%	+$304K	1.29%	18
2023 Q1	$6.7M	Buy	67,569 +32,832	+95%	+$3.21M	1.44%	14
2022 Q4	$3.33M	Buy	+34,737	New	+$3.34M	0.76%	28
2019 Q3	–	Sell	-8	Closed	–	–	106
2019 Q2	$0	Hold	8	–	–	﹤0.01%	201
2019 Q1	$0	Hold	8	–	–	﹤0.01%	210
2018 Q4	$0	Hold	8	–	–	﹤0.01%	214
2018 Q3	$0	Hold	8	–	–	﹤0.01%	221
2018 Q2	$0	Hold	8	–	–	﹤0.01%	209
2018 Q1	$1K	Hold	8	–	–	﹤0.01%	199
2017 Q4	$1K	Hold	8	–	–	﹤0.01%	198
2017 Q3	$1K	Hold	8	–	–	﹤0.01%	193
2017 Q2	$1K	Hold	8	–	–	﹤0.01%	191
2017 Q1	$1K	Hold	8	–	–	﹤0.01%	212
2016 Q4	$1K	Hold	8	–	–	﹤0.01%	206
2016 Q3	$1K	Hold	8	–	–	﹤0.01%	211
2016 Q2	$1K	Buy	+8	New	+$885	﹤0.01%	216