DWM
Dogwood 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 | $75.6K | Sell |
801
-9,790
| -92% | -$923K | 0.04% | 107 |
|
|
2025
Q1 | $1.01M | Buy |
10,591
+361
| +4% | +$34.4K | 0.53% | 39 |
|
|
2024
Q4 | $946K | Buy |
10,230
+2,367
| +30% | +$219K | 0.5% | 39 |
|
|
2024
Q3 | $771K | Buy |
7,863
+236
| +3% | +$23.2K | 0.44% | 39 |
|
|
2024
Q2 | $714K | Buy |
7,627
+1,316
| +21% | +$123K | 0.44% | 38 |
|
|
2024
Q1 | $597K | Buy |
6,311
+769
| +14% | +$72.8K | 0.4% | 39 |
|
|
2023
Q4 | $534K | Buy |
+5,542
| New | +$534K | 0.42% | 39 |
|