Triad Wealth Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$581K	Buy	6,068 +1,094	+22%	+$105K	0.12%	136
2025 Q1	$474K	Buy	4,974 +2,048	+70%	+$195K	0.15%	109
2024 Q4	$271K	Buy	+2,926	New	+$271K	0.1%	149
2024 Q3	–	Sell	-59	Closed	-$5.53K	–	443
2024 Q2	$5.53K	Buy	+59	New	+$5.53K	﹤0.01%	547