Whalen Wealth Management’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 Q4	–	Sell	-20,326	Closed	-$1.99M	–	158
2024 Q3	$1.99M	Buy	+20,326	New	+$1.99M	1.41%	17