AWM
Accurate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-137,273
| Closed | -$12.8M | – | 451 |
|
|
2025
Q1 | $12.8M | Buy |
137,273
+133,487
| +3,526% | +$12.5M | 2.45% | 5 |
|
|
2024
Q4 | $346K | Sell |
3,786
-997
| -21% | -$91.1K | 0.07% | 267 |
|
|
2024
Q3 | $460K | Buy |
4,783
+2,329
| +95% | +$224K | 0.09% | 208 |
|
|
2024
Q2 | $232K | Buy |
+2,454
| New | +$232K | 0.06% | 294 |
|
|
2023
Q1 | – | Sell |
-1,054
| Closed | -$103K | – | 794 |
|
|
2022
Q4 | $103K | Buy |
+1,054
| New | +$103K | 0.04% | 309 |
|
|
2022
Q3 | – | Sell |
-25,094
| Closed | -$2.56M | – | 200 |
|
|
2022
Q2 | $2.56M | Buy |
25,094
+21,808
| +664% | +$2.23M | 1.39% | 12 |
|
|
2022
Q1 | $353K | Sell |
3,286
-61,000
| -95% | -$6.55M | 0.16% | 112 |
|
|
2021
Q4 | $9.83M | Sell |
64,286
-18,095
| -22% | -$2.77M | 8.03% | 1 |
|
|
2021
Q3 | $11.9M | Buy |
+82,381
| New | +$11.9M | 10.38% | 1 |
|