CRWM
Castle Rock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-19,778
| Closed | -$2.35M | – | 254 |
|
|
2020
Q4 | $2.35M | Buy |
19,778
+8,317
| +73% | +$986K | 0.97% | 19 |
|
|
2020
Q3 | $1.38M | Sell |
11,461
-19,187
| -63% | -$2.32M | 0.91% | 30 |
|
|
2020
Q2 | $3.77M | Buy |
30,648
+1,706
| +6% | +$210K | 2.21% | 6 |
|
|
2020
Q1 | $3.53M | Buy |
28,942
+15,383
| +113% | +$1.88M | 3.05% | 3 |
|
|
2019
Q4 | $1.54M | Sell |
13,559
-6,738
| -33% | -$763K | 1.38% | 10 |
|
|
2019
Q3 | $2.24M | Buy |
+20,297
| New | +$2.24M | 2.33% | 6 |
|