BWM
Birchcreek 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 | – | Sell |
-8,135
| Closed | -$762K | – | 138 |
|
|
2024
Q2 | $762K | Buy |
8,135
+2,995
| +58% | +$280K | 0.43% | 54 |
|
|
2024
Q1 | $487K | Buy |
5,140
+1,172
| +30% | +$111K | 0.26% | 85 |
|
|
2023
Q4 | $382K | Buy |
3,968
+640
| +19% | +$61.7K | 0.23% | 94 |
|
|
2023
Q3 | $305K | Buy |
3,328
+92
| +3% | +$8.43K | 0.21% | 104 |
|
|
2023
Q2 | $313K | Sell |
3,236
-1,332
| -29% | -$129K | 0.22% | 106 |
|
|
2023
Q1 | $453K | Buy |
+4,568
| New | +$453K | 0.36% | 73 |
|