Sugarloaf 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
2024 Q2	–	Sell	-72	Closed	-$6.82K	–	675
2024 Q1	$6.82K	Hold	72	–	–	﹤0.01%	514
2023 Q4	$6.94K	Hold	72	–	–	﹤0.01%	521
2023 Q3	$6.59K	Hold	72	–	–	﹤0.01%	513
2023 Q2	$6.96K	Hold	72	–	–	﹤0.01%	519
2023 Q1	$7.14K	Hold	72	–	–	﹤0.01%	511
2022 Q4	$6.9K	Hold	72	–	–	﹤0.01%	534
2022 Q3	$7K	Hold	72	–	–	﹤0.01%	567
2022 Q2	$7K	Hold	72	–	–	﹤0.01%	559
2022 Q1	$8K	Hold	72	–	–	﹤0.01%	509
2021 Q4	$8K	Hold	72	–	–	﹤0.01%	535
2021 Q3	$8K	Hold	72	–	–	﹤0.01%	539
2021 Q2	$8K	Buy	72 +71	+7,100%	+$8.13K	﹤0.01%	524
2021 Q1	$8	Sell	1 -71	-99%	-$8.27K	﹤0.01%	521
2020 Q4	$9K	Hold	72	–	–	﹤0.01%	484
2020 Q3	$9K	Hold	72	–	–	﹤0.01%	467
2020 Q2	$9K	Hold	72	–	–	﹤0.01%	458
2020 Q1	$9K	Hold	72	–	–	﹤0.01%	444
2019 Q4	$8K	Buy	+72	New	+$8.03K	﹤0.01%	488