Wealth Management Resources’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	$28M	Buy	293,058 +1,010	+0.3%	+$97.2K	9.74%	3
2025 Q4	$28.1M	Sell	292,048 -6,048	-2%	-$585K	9.89%	3
2025 Q3	$28.8M	Buy	298,096 +5,930	+2%	+$567K	9.3%	4
2025 Q2	$28M	Buy	292,166 +4,620	+2%	+$437K	9.55%	4
2025 Q1	$27.4M	Buy	287,546 +41	+0%	+$3.84K	9.95%	3
2024 Q4	$26.6M	Sell	287,505 -13,163	-4%	-$1.24M	9.81%	3
2024 Q3	$29.4M	Buy	300,668 +11,850	+4%	+$1.15M	11.79%	1
2024 Q2	$27M	Buy	288,818 +95,166	+49%	+$8.84M	11.62%	1
2024 Q1	$18.3M	Buy	193,652 +10,129	+6%	+$960K	7.92%	2
2023 Q4	$17.7M	Buy	183,523 +10,703	+6%	+$990K	8.32%	2
2023 Q3	$15.8M	Buy	172,820 +11,302	+7%	+$1.07M	7.65%	3
2023 Q2	$15.6M	Buy	161,518 +73,757	+84%	+$7.25M	9.07%	3
2023 Q1	$8.7M	Buy	87,761 +2,726	+3%	+$266K	5.35%	8
2022 Q4	$8.14M	Buy	+85,035	New	+$8.17M	5.28%	8