WealthOne’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
2023 Q3	$341K	Sell	3,721 -1,803	-33%	-$170K	0.14%	55
2023 Q2	$534K	Sell	5,524 -9,543	-63%	-$938K	0.2%	45
2023 Q1	$1.49M	Buy	15,067 +9,436	+168%	+$922K	0.58%	27
2022 Q4	$539K	Sell	5,631 -3,832	-40%	-$368K	0.22%	51
2022 Q3	$908K	Buy	9,463 +3,572	+61%	+$362K	0.39%	35
2022 Q2	$603K	Sell	5,891 -2,450	-29%	-$251K	0.25%	49
2022 Q1	$896K	Buy	8,341 +3,919	+89%	+$435K	0.32%	37
2021 Q4	$509K	Sell	4,422 -2,188	-33%	-$252K	0.18%	59
2021 Q3	$762K	Buy	6,610 +329	+5%	+$38.5K	0.29%	45
2021 Q2	$725K	Sell	6,281 -2,789	-31%	-$319K	0.28%	47
2021 Q1	$1.02M	Sell	9,070 -4,786	-35%	-$558K	0.44%	31
2020 Q4	$1.66M	Buy	13,856 +2,985	+27%	+$359K	0.8%	22
2020 Q3	$1.32M	Sell	10,871 -9,017	-45%	-$1.1M	0.75%	21
2020 Q2	$2.42M	Buy	19,888 +10,433	+110%	+$1.27M	1.49%	14
2020 Q1	$1.15M	Buy	9,455 +1,689	+22%	+$194K	0.88%	19
2019 Q4	$856K	Sell	7,766 -2,238	-22%	-$250K	0.53%	27
2019 Q3	$1.13M	Sell	10,004 -19,272	-66%	-$2.15M	0.8%	21
2019 Q2	$3.22M	Buy	29,276 +18,647	+175%	+$2M	2.28%	10
2019 Q1	$1.13M	Sell	10,629 -10,027	-49%	-$1.05M	1.28%	15
2018 Q4	$2.15M	Buy	+20,656	New	+$2.09M	1.88%	11