CPW
Catalyst Private Wealth’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 | $369K | Sell |
3,857
-82
| -2% | -$7.85K | 0.16% | 63 |
|
|
2025
Q1 | $376K | Sell |
3,939
-413
| -9% | -$39.4K | 0.18% | 56 |
|
|
2024
Q4 | $402K | Buy |
4,352
+329
| +8% | +$30.4K | 0.18% | 59 |
|
|
2024
Q3 | $395K | Sell |
4,023
-779
| -16% | -$76.4K | 0.19% | 59 |
|
|
2024
Q2 | $450K | Buy |
4,802
+128
| +3% | +$12K | 0.24% | 55 |
|
|
2024
Q1 | $442K | Sell |
4,674
-6,341
| -58% | -$600K | 0.23% | 55 |
|
|
2023
Q4 | $1.06M | Sell |
11,015
-187
| -2% | -$18K | 0.5% | 33 |
|
|
2023
Q3 | $1.03M | Buy |
11,202
+1,146
| +11% | +$105K | 0.61% | 33 |
|
|
2023
Q2 | $971K | Buy |
10,056
+4,451
| +79% | +$430K | 0.61% | 33 |
|
|
2023
Q1 | $556K | Sell |
5,605
-250
| -4% | -$24.8K | 0.38% | 45 |
|
|
2022
Q4 | $561K | Buy |
5,855
+857
| +17% | +$82.1K | 0.46% | 41 |
|
|
2022
Q3 | $480K | Sell |
4,998
-496
| -9% | -$47.6K | 0.36% | 45 |
|
|
2022
Q2 | $562K | Sell |
5,494
-334
| -6% | -$34.2K | 0.4% | 46 |
|
|
2022
Q1 | $626K | Sell |
5,828
-4,647
| -44% | -$499K | 0.31% | 47 |
|
|
2021
Q4 | $1.21M | Sell |
10,475
-5,216
| -33% | -$600K | 0.52% | 23 |
|
|
2021
Q3 | $1.81M | Sell |
15,691
-396
| -2% | -$45.6K | 0.77% | 12 |
|
|
2021
Q2 | $1.86M | Sell |
16,087
-226
| -1% | -$26.1K | 1.03% | 10 |
|
|
2021
Q1 | $1.84M | Buy |
16,313
+983
| +6% | +$111K | 1.29% | 8 |
|
|
2020
Q4 | $1.84M | Buy |
15,330
+561
| +4% | +$67.3K | 1.61% | 7 |
|
|
2020
Q3 | $1.8M | Buy |
+14,769
| New | +$1.8M | 1.75% | 7 |
|