BAWC
Boyce & Associates Wealth Consulting’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
Q4 | – | Sell |
-13,547
| Closed | -$1.33M | – | 74 |
|
|
2024
Q3 | $1.33M | Buy |
13,547
+102
| +0.8% | +$10K | 1.38% | 12 |
|
|
2024
Q2 | $1.26M | Sell |
13,445
-12,215
| -48% | -$1.14M | 1.48% | 12 |
|
|
2024
Q1 | $2.43M | Sell |
25,660
-9,821
| -28% | -$930K | 3.14% | 8 |
|
|
2023
Q4 | $3.42M | Buy |
35,481
+15,015
| +73% | +$1.45M | 4.97% | 8 |
|
|
2023
Q3 | $1.87M | Buy |
20,466
+1,537
| +8% | +$141K | 3.12% | 8 |
|
|
2023
Q2 | $1.83M | Buy |
+18,929
| New | +$1.83M | 3.05% | 9 |
|