DWA
Divergent Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.69M | Buy |
30,824
+365
| +1% | +$43.7K | 0.67% | 12 |
|
|
2024
Q2 | $3.52M | Buy |
30,459
+6,029
| +25% | +$696K | 0.68% | 12 |
|
|
2024
Q1 | $2.83M | Sell |
24,430
-262
| -1% | -$30.3K | 0.57% | 12 |
|
|
2023
Q4 | $2.89M | Buy |
24,692
+5,933
| +32% | +$695K | 0.61% | 13 |
|
|
2023
Q3 | $2.12M | Buy |
18,759
+3,938
| +27% | +$446K | 0.48% | 13 |
|
|
2023
Q2 | $1.71M | Buy |
14,821
+882
| +6% | +$102K | 0.38% | 15 |
|
|
2023
Q1 | $1.64M | Buy |
13,939
+3,178
| +30% | +$374K | 0.38% | 17 |
|
|
2022
Q4 | $1.24M | Buy |
10,761
+1,374
| +15% | +$158K | 0.31% | 18 |
|
|
2022
Q3 | $1.07M | Buy |
+9,387
| New | +$1.07M | 0.29% | 15 |
|