CW
Connectus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-99,277
| Closed | -$9.61M | – | 422 |
|
|
2023
Q4 | $9.61M | Sell |
99,277
-54,459
| -35% | -$5.27M | 0.2% | 108 |
|
|
2023
Q3 | $14.1M | Sell |
153,736
-7,211
| -4% | -$663K | 0.31% | 81 |
|
|
2023
Q2 | $15.6M | Buy |
160,947
+54,178
| +51% | +$5.25M | 0.36% | 73 |
|
|
2023
Q1 | $10.6M | Buy |
106,769
+86,325
| +422% | +$8.57M | 0.26% | 89 |
|
|
2022
Q4 | $1.97M | Sell |
20,444
-61,350
| -75% | -$5.91M | 0.05% | 210 |
|
|
2022
Q3 | $7.87M | Buy |
81,794
+36,573
| +81% | +$3.52M | 0.16% | 138 |
|
|
2022
Q2 | $4.64M | Buy |
45,221
+19,592
| +76% | +$2.01M | 0.11% | 155 |
|
|
2022
Q1 | $2.95M | Buy |
+25,629
| New | +$2.95M | 0.09% | 132 |
|