SOA Wealth Advisors’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
2026 Q1	$68.6K	Buy	719 +4	+0.6%	+$385	0.01%	323
2025 Q4	$68.7K	Buy	715 +9	+1%	+$871	0.01%	319
2025 Q3	$68.1K	Sell	706 -64	-8%	-$6.12K	0.01%	336
2025 Q2	$73.7K	Sell	770 -1	-0.1%	-$95	0.01%	310
2025 Q1	$73.5K	Buy	771 +4	+0.5%	+$374	0.02%	289
2024 Q4	$70.9K	Buy	767 +9	+1%	+$850	0.01%	287
2024 Q3	$74.4K	Buy	758 +6	+0.8%	+$580	0.01%	272
2024 Q2	$70.5K	Buy	752 +6	+0.8%	+$557	0.01%	276
2024 Q1	$70.7K	Buy	746 +3	+0.4%	+$284	0.01%	270
2023 Q4	$71.6K	Sell	743 -96	-11%	-$8.88K	0.02%	264
2023 Q3	$76.8K	Buy	839 +38	+5%	+$3.58K	0.02%	250
2023 Q2	$77.4K	Buy	801 +5	+0.6%	+$492	0.02%	252
2023 Q1	$78.9K	Buy	796 +3	+0.4%	+$293	0.02%	245
2022 Q4	$76K	Buy	793 +6	+0.8%	+$576	0.02%	241
2022 Q3	$75K	Buy	787 +3	+0.4%	+$304	0.02%	225
2022 Q2	$80K	Buy	784 +3	+0.4%	+$308	0.02%	222
2022 Q1	$83K	Buy	781 +1	+0.1%	+$111	0.02%	252
2021 Q4	$89K	Sell	780 -74	-9%	-$8.51K	0.02%	233
2021 Q3	$98K	Buy	854 +1	+0.1%	+$117	0.03%	219
2021 Q2	$98K	Buy	853 +2	+0.2%	+$229	0.03%	217
2021 Q1	$96K	Hold	851	–	–	0.03%	200
2020 Q4	$100K	Buy	+851	New	+$102K	0.03%	191