UP Strategic Wealth Investment Advisors’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
2024 Q3	–	Sell	-4,727	Closed	-$443K	–	81
2024 Q2	$443K	Sell	4,727 -363	-7%	-$34K	0.67%	33
2024 Q1	$482K	Hold	5,090	–	–	0.79%	30
2023 Q4	$491K	Buy	+5,090	New	+$491K	0.9%	24