CWA
Clarus Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,921
| Closed | -$997K | – | 134 |
|
|
2023
Q1 | $997K | Buy |
+9,921
| New | +$997K | 0.63% | 38 |
|
|
2020
Q2 | – | Sell |
-9,696
| Closed | -$1.18M | – | 140 |
|
|
2020
Q1 | $1.18M | Buy |
+9,696
| New | +$1.18M | 1.18% | 17 |
|
|
2019
Q3 | – | Sell |
-1,112
| Closed | -$122K | – | 332 |
|
|
2019
Q2 | $122K | Sell |
1,112
-6
| -0.5% | -$658 | 0.09% | 167 |
|
|
2019
Q1 | $119K | Buy |
+1,118
| New | +$119K | 0.09% | 164 |
|