BWM
Brickley 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 | $642K | Buy |
6,703
+5
| +0.1% | +$479 | 0.13% | 30 |
|
|
2025
Q1 | $639K | Hold |
6,698
| – | – | 0.13% | 28 |
|
|
2024
Q4 | $619K | Hold |
6,698
| – | – | 0.13% | 29 |
|
|
2024
Q3 | $657K | Hold |
6,698
| – | – | 0.13% | 30 |
|
|
2024
Q2 | $627K | Hold |
6,698
| – | – | 0.14% | 30 |
|
|
2024
Q1 | $634K | Hold |
6,698
| – | – | 0.15% | 28 |
|
|
2023
Q4 | $646K | Buy |
+6,698
| New | +$646K | 0.16% | 29 |
|
|
2023
Q3 | – | Sell |
-11,059
| Closed | -$1.07M | – | 42 |
|
|
2023
Q2 | $1.07M | Sell |
11,059
-560
| -5% | -$54.1K | 0.27% | 23 |
|
|
2023
Q1 | $1.15M | Hold |
11,619
| – | – | 0.32% | 23 |
|
|
2022
Q4 | $1.11M | Buy |
11,619
+9,428
| +430% | +$903K | 0.33% | 24 |
|
|
2022
Q3 | $210K | Sell |
2,191
-6,841
| -76% | -$656K | 0.07% | 37 |
|
|
2022
Q2 | $924K | Buy |
+9,032
| New | +$924K | 0.29% | 26 |
|