Wealth Quarterback’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
2024 Q1	–	Sell	-2,650	Closed	-$255K	–	123
2023 Q4	$255K	Sell	2,650 -284	-10%	-$26.3K	0.16%	98
2023 Q3	$269K	Sell	2,934 -2,008	-41%	-$189K	0.23%	84
2023 Q2	$477K	Sell	4,942 -544	-10%	-$53.5K	0.33%	67
2023 Q1	$544K	Sell	5,486 -534	-9%	-$52.2K	0.46%	50
2022 Q4	$577K	Sell	6,020 -2,048	-25%	-$197K	0.48%	49
2022 Q3	$774K	Sell	8,068 -337	-4%	-$34.2K	0.82%	35
2022 Q2	$860K	Buy	+8,405	New	+$862K	0.67%	35
2021 Q3	$1.55M	Sell	14,834 -1,715	-10%	-$201K	1.03%	14
2021 Q2	$1.91M	Buy	+16,549	New	+$1.89M	1.16%	16
2020 Q4	$9.85M	Buy	82,154 +39,459	+92%	+$4.75M	8.19%	1
2020 Q3	$5.2M	Hold	42,695	–	–	4.77%	2
2020 Q2	$5.2M	Buy	42,695 +20,133	+89%	+$2.45M	4.77%	2
2020 Q1	$2.78M	Buy	22,562 +11,715	+108%	+$1.35M	2.55%	4
2019 Q4	$1.2M	Buy	+10,847	New	+$1.21M	1.04%	23