Sheets Smith Wealth Management’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
2021 Q2	–	Sell	-2,641	Closed	-$298K	–	365
2021 Q1	$298K	Sell	2,641 -129	-5%	-$15K	0.04%	274
2020 Q4	$332K	Sell	2,770 -6,996	-72%	-$842K	0.05%	262
2020 Q3	$1.19M	Sell	9,766 -924	-9%	-$113K	0.21%	104
2020 Q2	$1.3M	Sell	10,690 -1,723	-14%	-$209K	0.26%	89
2020 Q1	$1.51M	Buy	+12,413	New	+$1.43M	0.32%	79
2018 Q4	–	Sell	-5,083	Closed	-$514K	–	298
2018 Q3	$514K	Buy	+5,083	New	+$519K	0.11%	211
2018 Q2	–	Sell	-13,681	Closed	-$1.41M	–	319
2018 Q1	$1.41M	Buy	13,681 +339	+3%	+$34.9K	0.34%	82
2017 Q4	$1.41M	Buy	13,342 +832	+7%	+$88.2K	0.33%	81
2017 Q3	$1.33M	Sell	12,510 -48	-0.4%	-$5.14K	0.34%	80
2017 Q2	$1.34M	Buy	+12,558	New	+$1.34M	0.35%	81