CWM
Cranbrook 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-230
| Closed | -$21.5K | – | 380 |
|
|
2024
Q2 | $21.5K | Hold |
230
| – | – | 0.01% | 218 |
|
|
2024
Q1 | $21.8K | Hold |
230
| – | – | 0.01% | 196 |
|
|
2023
Q4 | $22.2K | Sell |
230
-558
| -71% | -$53.8K | 0.01% | 195 |
|
|
2023
Q3 | $72.2K | Hold |
788
| – | – | 0.02% | 136 |
|
|
2023
Q2 | $76.1K | Hold |
788
| – | – | 0.02% | 134 |
|
|
2023
Q1 | $78.1K | Hold |
788
| – | – | 0.02% | 134 |
|
|
2022
Q4 | $75.5K | Hold |
788
| – | – | 0.02% | 131 |
|
|
2022
Q3 | $76K | Hold |
788
| – | – | 0.02% | 134 |
|
|
2022
Q2 | $81K | Hold |
788
| – | – | 0.02% | 137 |
|
|
2022
Q1 | $85K | Hold |
788
| – | – | 0.02% | 143 |
|
|
2021
Q4 | $91K | Hold |
788
| – | – | 0.02% | 139 |
|
|
2021
Q3 | $91K | Hold |
788
| – | – | 0.02% | 140 |
|
|
2021
Q2 | $91K | Hold |
788
| – | – | 0.02% | 137 |
|
|
2021
Q1 | $89K | Hold |
788
| – | – | 0.02% | 137 |
|
|
2020
Q4 | $95K | Hold |
788
| – | – | 0.02% | 129 |
|
|
2020
Q3 | $96K | Hold |
788
| – | – | 0.03% | 116 |
|
|
2020
Q2 | $96K | Hold |
788
| – | – | 0.03% | 114 |
|
|
2020
Q1 | $96K | Buy |
788
+230
| +41% | +$28K | 0.03% | 105 |
|
|
2019
Q4 | $62K | Hold |
558
| – | – | 0.02% | 132 |
|
|
2019
Q3 | $63K | Buy |
+558
| New | +$63K | 0.02% | 125 |
|
|
2014
Q1 | – | Sell |
-1,232
| Closed | -$122K | – | 185 |
|
|
2013
Q4 | $122K | Buy |
+1,232
| New | +$122K | 0.08% | 72 |
|