DWS
Dynamic Wealth Strategies’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 | $1.99M | Sell |
20,730
-87,402
| -81% | -$8.37M | 1.43% | 17 |
|
2025
Q1 | $10.3M | Buy |
108,132
+1,015
| +0.9% | +$96.8K | 8.57% | 2 |
|
2024
Q4 | $9.9M | Buy |
107,117
+22,616
| +27% | +$2.09M | 8.81% | 2 |
|
2024
Q3 | $8.29M | Buy |
84,501
+4,814
| +6% | +$472K | 6.76% | 4 |
|
2024
Q2 | $7.46M | Sell |
79,687
-897
| -1% | -$84K | 6.41% | 5 |
|
2024
Q1 | $7.63M | Buy |
80,584
+20,934
| +35% | +$1.98M | 6.52% | 5 |
|
2023
Q4 | $5.75M | Buy |
+59,650
| New | +$5.75M | 5.29% | 7 |
|