BWCS
Beirne Wealth Consulting Services’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 | $4.76M | Sell |
49,723
-31,242
| -39% | -$2.99M | 1.54% | 19 |
|
|
2025
Q1 | $7.72M | Buy |
80,965
+670
| +0.8% | +$63.9K | 2.75% | 7 |
|
|
2024
Q4 | $7.42M | Buy |
80,295
+334
| +0.4% | +$30.9K | 2.68% | 9 |
|
|
2024
Q3 | $7.85M | Buy |
79,961
+39,846
| +99% | +$3.91M | 2.76% | 7 |
|
|
2024
Q2 | $3.76M | Buy |
40,115
+5,181
| +15% | +$485K | 1.52% | 19 |
|
|
2024
Q1 | $3.31M | Sell |
34,934
-1,357
| -4% | -$128K | 1.4% | 18 |
|
|
2023
Q4 | $3.5M | Buy |
36,291
+24,865
| +218% | +$2.4M | 1.73% | 12 |
|
|
2023
Q3 | $1.1M | Hold |
11,426
| – | – | 0.88% | 21 |
|
|
2023
Q2 | $1.1M | Buy |
11,426
+6,265
| +121% | +$605K | 0.88% | 21 |
|
|
2023
Q1 | $512K | Buy |
+5,161
| New | +$512K | 0.36% | 55 |
|