9WM
9258 Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $9.44M | Sell |
96,253
-3,101
| -3% | -$304K | 1.4% | 16 |
|
|
2024
Q2 | $9.3M | Sell |
99,354
-10,605
| -10% | -$993K | 1.43% | 16 |
|
|
2024
Q1 | $10.4M | Buy |
109,959
+1,354
| +1% | +$128K | 1.62% | 15 |
|
|
2023
Q4 | $10.5M | Buy |
108,605
+5,405
| +5% | +$521K | 1.84% | 14 |
|
|
2023
Q3 | $9.45M | Sell |
103,200
-930
| -0.9% | -$85.2K | 1.84% | 16 |
|
|
2023
Q2 | $10.1M | Buy |
104,130
+10,491
| +11% | +$1.01M | 1.89% | 15 |
|
|
2023
Q1 | $9.28M | Buy |
93,639
+61,940
| +195% | +$6.14M | 1.87% | 12 |
|
|
2022
Q4 | $3.04M | Buy |
31,699
+17,604
| +125% | +$1.69M | 0.66% | 32 |
|
|
2022
Q3 | $1.35M | Buy |
+14,095
| New | +$1.35M | 0.35% | 65 |
|