Tru Independence Asset Management 2’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	$5.43M	Buy	56,911 +129	+0.2%	+$12.4K	3.34%	11
2025 Q4	$5.46M	Buy	56,782 +526	+0.9%	+$50.9K	3.42%	10
2025 Q3	$5.43M	Sell	56,256 -486	-0.9%	-$46.5K	3.57%	6
2025 Q2	$5.43M	Buy	56,742 +3,166	+6%	+$299K	3.72%	6
2025 Q1	$5.11M	Buy	53,576 +19,139	+56%	+$1.79M	3.82%	7
2024 Q4	$3.18M	Buy	34,437 +447	+1%	+$42.2K	2.65%	10
2024 Q3	$3.34M	Buy	+33,990	New	+$3.29M	2.81%	10
2023 Q1	$1.62M	Buy	+16,368	New	+$1.6M	1.63%	24
2022 Q3	$1.59M	Buy	16,529 +221	+1%	+$22.4K	1.69%	14
2022 Q2	$1.67M	Hold	16,308	–	–	1.37%	17
2022 Q1	$1.75M	Buy	16,308 +816	+5%	+$90.6K	1.01%	20
2021 Q4	$1.78M	Buy	+15,492	New	+$1.78M	0.94%	22
2021 Q1	–	Sell	-54	Closed	-$6K	–	238
2020 Q4	$6K	Buy	+54	New	+$6.5K	0.01%	349