AWM
Axxcess 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 | $2.33M | Sell |
24,299
-183,556
| -88% | -$17.6M | 0.05% | 257 |
|
|
2025
Q1 | $19.8M | Buy |
207,855
+187,371
| +915% | +$17.9M | 0.53% | 38 |
|
|
2024
Q4 | $1.89M | Buy |
20,484
+986
| +5% | +$91.2K | 0.05% | 285 |
|
|
2024
Q3 | $1.91M | Buy |
19,498
+7,508
| +63% | +$737K | 0.05% | 274 |
|
|
2024
Q2 | $1.12M | Sell |
11,990
-291
| -2% | -$27.3K | 0.03% | 348 |
|
|
2024
Q1 | $1.16M | Sell |
12,281
-122,715
| -91% | -$11.6M | 0.03% | 340 |
|
|
2023
Q4 | $13M | Buy |
134,996
+29,516
| +28% | +$2.85M | 0.38% | 54 |
|
|
2023
Q3 | $9.66M | Buy |
105,480
+55,437
| +111% | +$5.08M | 0.33% | 65 |
|
|
2023
Q2 | $4.83M | Sell |
50,043
-3,259
| -6% | -$315K | 0.35% | 69 |
|
|
2023
Q1 | $5.28M | Buy |
53,302
+40,410
| +313% | +$4.01M | 0.4% | 52 |
|
|
2022
Q4 | $1.23M | Sell |
12,892
-2,379
| -16% | -$228K | 0.1% | 193 |
|
|
2022
Q3 | $1.47M | Sell |
15,271
-65,113
| -81% | -$6.25M | 0.14% | 144 |
|
|
2022
Q2 | $8.22M | Buy |
80,384
+77,200
| +2,425% | +$7.9M | 0.76% | 18 |
|
|
2022
Q1 | $342K | Sell |
3,184
-10,547
| -77% | -$1.13M | 0.03% | 439 |
|
|
2021
Q4 | $1.58M | Buy |
+13,731
| New | +$1.58M | 0.12% | 143 |
|