Carson Wealth (CWM LLC)’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 | $11.3M | Buy |
117,482
+4,614
| +4% | +$442K | 0.04% | 367 |
|
|
2025
Q1 | $10.8M | Buy |
112,868
+584
| +0.5% | +$55.7K | 0.04% | 331 |
|
|
2024
Q4 | $10.4M | Sell |
112,284
-22,997
| -17% | -$2.13M | 0.04% | 311 |
|
|
2024
Q3 | $13.3M | Buy |
135,281
+70,696
| +109% | +$6.94M | 0.06% | 266 |
|
|
2024
Q2 | $6.05M | Sell |
64,585
-2,174
| -3% | -$204K | 0.03% | 381 |
|
|
2024
Q1 | $6.32M | Sell |
66,759
-34,197
| -34% | -$3.24M | 0.03% | 374 |
|
|
2023
Q4 | $9.73M | Buy |
100,956
+27,963
| +38% | +$2.7M | 0.05% | 277 |
|
|
2023
Q3 | $6.69M | Sell |
72,993
-135,983
| -65% | -$12.5M | 0.04% | 311 |
|
|
2023
Q2 | $20.2M | Buy |
208,976
+12,909
| +7% | +$1.25M | 0.12% | 153 |
|
|
2023
Q1 | $19.4M | Sell |
196,067
-30,959
| -14% | -$3.07M | 0.13% | 150 |
|
|
2022
Q4 | $21.7M | Sell |
227,026
-9,398
| -4% | -$900K | 0.16% | 132 |
|
|
2022
Q3 | $22.7M | Buy |
236,424
+18,504
| +8% | +$1.78M | 0.18% | 112 |
|
|
2022
Q2 | $22.3M | Sell |
217,920
-5,914
| -3% | -$605K | 0.17% | 113 |
|
|
2022
Q1 | $24.1M | Buy |
223,834
+58,911
| +36% | +$6.33M | 0.17% | 120 |
|
|
2021
Q4 | $19M | Buy |
+164,923
| New | +$19M | 0.13% | 150 |
|
|
2021
Q2 | $15.8M | Hold |
137,041
| – | – | 0.13% | 160 |
|
|
2021
Q1 | $15.8M | Hold |
137,041
| – | – | 0.13% | 160 |
|
|
2020
Q4 | $15.8M | Hold |
137,041
| – | – | 0.13% | 160 |
|
|
2020
Q3 | $15.8M | Hold |
137,041
| – | – | 0.13% | 160 |
|
|
2020
Q2 | $15.8M | Hold |
137,041
| – | – | 0.13% | 160 |
|
|
2020
Q1 | $15.8M | Hold |
137,041
| – | – | 0.13% | 160 |
|
|
2019
Q4 | $15.8M | Hold |
137,041
| – | – | 0.13% | 160 |
|
|
2019
Q3 | $15.8M | Hold |
137,041
| – | – | 0.13% | 160 |
|
|
2019
Q2 | $15.8M | Hold |
137,041
| – | – | 0.13% | 160 |
|
|
2019
Q1 | $15.8M | Buy |
137,041
+134,022
| +4,439% | +$15.5M | 0.13% | 160 |
|
|
2018
Q4 | $315K | Sell |
3,019
-1,291
| -30% | -$135K | 0.01% | 513 |
|
|
2018
Q3 | $436K | Buy |
4,310
+458
| +12% | +$46.3K | 0.01% | 404 |
|
|
2018
Q2 | $395K | Buy |
3,852
+1,884
| +96% | +$193K | 0.01% | 353 |
|
|
2018
Q1 | $203K | Sell |
1,968
-244
| -11% | -$25.2K | 0.01% | 358 |
|
|
2017
Q4 | $234K | Buy |
2,212
+1,259
| +132% | +$133K | 0.01% | 328 |
|
|
2017
Q3 | $102K | Buy |
953
+836
| +715% | +$89.5K | ﹤0.01% | 413 |
|
|
2017
Q2 | $12K | Sell |
117
-22
| -16% | -$2.26K | ﹤0.01% | 741 |
|
|
2017
Q1 | $15K | Buy |
139
+114
| +456% | +$12.3K | ﹤0.01% | 666 |
|
|
2016
Q4 | $3K | Sell |
25
-39
| -61% | -$4.68K | ﹤0.01% | 923 |
|
|
2016
Q3 | $7K | Buy |
64
+36
| +129% | +$3.94K | ﹤0.01% | 772 |
|
|
2016
Q2 | $3K | Sell |
28
-31
| -53% | -$3.32K | ﹤0.01% | 680 |
|
|
2016
Q1 | $7K | Buy |
+59
| New | +$7K | ﹤0.01% | 562 |
|
|
2015
Q4 | – | Sell |
-49
| Closed | -$5K | – | 716 |
|
|
2015
Q3 | $5K | Buy |
+49
| New | +$5K | ﹤0.01% | 497 |
|