Traphagen Investment 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	$383K	Sell	4,017 -1,320	-25%	-$127K	0.03%	138
2025 Q4	$513K	Buy	5,337 +1,180	+28%	+$114K	0.04%	122
2025 Q3	$401K	Buy	4,157 +350	+9%	+$33.5K	0.03%	133
2025 Q2	$365K	Sell	3,807 -319	-8%	-$30.2K	0.03%	134
2025 Q1	$393K	Sell	4,126 -1,786	-30%	-$167K	0.04%	124
2024 Q4	$547K	Buy	5,912 +1,983	+50%	+$187K	0.06%	108
2024 Q3	$386K	Buy	3,929 +449	+13%	+$43.4K	0.04%	116
2024 Q2	$326K	Sell	3,480 -361	-9%	-$33.5K	0.04%	121
2024 Q1	$364K	Sell	3,841 -4,478	-54%	-$424K	0.04%	120
2023 Q4	$802K	Sell	8,319 -630	-7%	-$58.3K	0.09%	72
2023 Q3	$820K	Sell	8,949 -4,027	-31%	-$380K	0.1%	60
2023 Q2	$1.25M	Sell	12,976 -790	-6%	-$77.7K	0.16%	51
2023 Q1	$1.36M	Sell	13,766 -5,394	-28%	-$527K	0.2%	45
2022 Q4	$1.84M	Buy	+19,160	New	+$1.84M	0.29%	38
2021 Q3	–	Sell	-61,340	Closed	-$7.08M	–	139
2021 Q2	$7.08M	Buy	61,340 +1,048	+2%	+$120K	1.2%	18
2021 Q1	$6.81M	Buy	60,292 +4,555	+8%	+$531K	1.25%	17
2020 Q4	$6.69M	Sell	55,737 -2,567	-4%	-$309K	1.2%	21
2020 Q3	$7.1M	Sell	58,304 -1,458	-2%	-$178K	1.44%	19
2020 Q2	$7.28M	Sell	59,762 -4,375	-7%	-$532K	1.65%	16
2020 Q1	$7.79M	Sell	64,137 -11,714	-15%	-$1.35M	2.09%	14
2019 Q4	$8.36M	Buy	75,851 +1,934	+3%	+$216K	2%	15
2019 Q3	$8.31M	Sell	73,917 -4,248	-5%	-$474K	2.17%	14
2019 Q2	$8.6M	Buy	78,165 +3,093	+4%	+$331K	2.29%	14
2019 Q1	$8.01M	Buy	+75,072	New	+$7.85M	2.26%	14