Summit Asset 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
2026 Q1	$9.04M	Sell	94,687 -2,547	-3%	-$245K	1.26%	20
2025 Q4	$9.35M	Sell	97,234 -104,983	-52%	-$10.2M	1.32%	20
2025 Q3	$19.5M	Buy	202,217 +10,426	+5%	+$997K	3%	9
2025 Q2	$18.4M	Buy	191,791 +3,467	+2%	+$328K	2.99%	10
2025 Q1	$18M	Buy	188,324 +6,236	+3%	+$583K	3.11%	9
2024 Q4	$16.8M	Buy	182,088 +1,694	+0.9%	+$160K	2.96%	10
2024 Q3	$17.7M	Buy	180,394 +17,173	+11%	+$1.66M	3.32%	10
2024 Q2	$15.3M	Buy	163,221 +10,616	+7%	+$986K	3.16%	10
2024 Q1	$14.4M	Buy	152,605 +15,295	+11%	+$1.45M	3.1%	13
2023 Q4	$13.2M	Buy	137,310 +133,310	+3,333%	+$12.3M	3.17%	13
2023 Q3	$366K	Hold	4,000	–	–	0.1%	101
2023 Q2	$386K	Buy	+4,000	New	+$393K	0.1%	100