BWM
Biltmore 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 | $1.83M | Buy |
19,066
+233
| +1% | +$22.3K | 0.74% | 17 |
|
|
2025
Q1 | $1.8M | Buy |
18,833
+187
| +1% | +$17.8K | 0.76% | 16 |
|
|
2024
Q4 | $1.72M | Sell |
18,646
-40
| -0.2% | -$3.7K | 0.72% | 17 |
|
|
2024
Q3 | $1.83M | Sell |
18,686
-1,046
| -5% | -$103K | 0.75% | 16 |
|
|
2024
Q2 | $1.85M | Buy |
19,732
+212
| +1% | +$19.9K | 0.8% | 17 |
|
|
2024
Q1 | $1.88M | Hold |
19,520
| – | – | 0.9% | 16 |
|
|
2023
Q4 | $1.88M | Sell |
19,520
-3,235
| -14% | -$312K | 0.9% | 16 |
|
|
2023
Q3 | $2.08M | Sell |
22,755
-32,759
| -59% | -$3M | 1.01% | 16 |
|
|
2023
Q2 | $5.36M | Sell |
55,514
-2,175
| -4% | -$210K | 2.27% | 15 |
|
|
2023
Q1 | $5.72M | Buy |
57,689
+1,097
| +2% | +$109K | 2.31% | 16 |
|
|
2022
Q4 | $5.42M | Sell |
56,592
-3,258
| -5% | -$312K | 2.34% | 15 |
|
|
2022
Q3 | $5.75M | Buy |
59,850
+3,847
| +7% | +$369K | 2.64% | 14 |
|
|
2022
Q2 | $5.73M | Sell |
56,003
-76
| -0.1% | -$7.78K | 2.52% | 15 |
|
|
2022
Q1 | $6.03M | Sell |
56,079
-5,707
| -9% | -$613K | 2.34% | 15 |
|
|
2021
Q4 | $7.11M | Sell |
61,786
-11,995
| -16% | -$1.38M | 2.67% | 15 |
|
|
2021
Q3 | $8.5M | Buy |
+73,781
| New | +$8.5M | 3.4% | 11 |
|
|
2017
Q1 | – | Sell |
-47,721
| Closed | -$5M | – | 31 |
|
|
2016
Q4 | $5M | Sell |
47,721
-84
| -0.2% | -$8.81K | 4.64% | 7 |
|
|
2016
Q3 | $5.35M | Sell |
47,805
-468
| -1% | -$52.4K | 4.75% | 7 |
|
|
2016
Q2 | $5.45M | Buy |
48,273
+371
| +0.8% | +$41.9K | 4.59% | 7 |
|
|
2016
Q1 | $5.29M | Buy |
+47,902
| New | +$5.29M | 4.45% | 8 |
|
|
2015
Q4 | – | Sell |
-24,440
| Closed | -$2.64M | – | 37 |
|
|
2015
Q3 | $2.64M | Buy |
24,440
+405
| +2% | +$43.7K | 2.36% | 9 |
|
|
2015
Q2 | $2.52M | Buy |
24,035
+1,506
| +7% | +$158K | 2.1% | 9 |
|
|
2015
Q1 | $2.44M | Buy |
22,529
+360
| +2% | +$39K | 2.06% | 9 |
|
|
2014
Q4 | $2.35M | Buy |
+22,169
| New | +$2.35M | 2.04% | 10 |
|