SWM

Stapp Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$204K	Buy	+2,133	New	+$204K	0.29%	28
2022 Q4	–	Sell	-473	Closed	-$45K	–	61
2022 Q3	$45K	Buy	+473	New	+$45K	0.13%	29