DWM
Diversify 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Sell |
4,272
-243
| -5% | -$23.2K | 0.03% | 409 |
|
|
2025
Q1 | $433K | Sell |
4,515
-1,027
| -19% | -$98.5K | 0.03% | 378 |
|
|
2024
Q4 | $506K | Sell |
5,542
-1,055
| -16% | -$96.4K | 0.04% | 348 |
|
|
2024
Q3 | $626K | Sell |
6,597
-2,080
| -24% | -$197K | 0.06% | 273 |
|
|
2024
Q2 | $848K | Buy |
+8,677
| New | +$848K | 0.11% | 182 |
|