TPG Financial 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	$24.5M	Sell	256,904 -3,962	-2%	-$381K	7.98%	1
2025 Q4	$25.1M	Buy	260,866 +38,219	+17%	+$3.7M	8.37%	1
2025 Q3	$21.5M	Buy	222,647 +83,007	+59%	+$7.94M	8%	1
2025 Q2	$13.4M	Sell	139,640 -6,296	-4%	-$595K	5.35%	4
2025 Q1	$13.9M	Sell	145,936 -11,933	-8%	-$1.12M	6.15%	4
2024 Q4	$14.6M	Sell	157,869 -135,329	-46%	-$12.8M	6.35%	5
2024 Q3	$28.8M	Buy	293,198 +57,059	+24%	+$5.52M	12.95%	1
2024 Q2	$22.1M	Buy	+236,139	New	+$21.9M	10.47%	1
2023 Q4	$14.4M	Sell	150,618 -17,536	-10%	-$1.62M	7.34%	4
2023 Q3	$15.4M	Buy	168,154 +16,799	+11%	+$1.58M	7.96%	3
2023 Q2	$14.6M	Buy	+151,355	New	+$14.9M	7.66%	3