FWP
Firethorn Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,429
| Closed | -$428K | – | 135 |
|
|
2023
Q2 | $428K | Buy |
+4,429
| New | +$428K | 0.32% | 61 |
|
|
2023
Q1 | – | Sell |
-2,755
| Closed | -$264K | – | 133 |
|
|
2022
Q4 | $264K | Sell |
2,755
-3,347
| -55% | -$321K | 0.22% | 95 |
|
|
2022
Q3 | $586K | Buy |
6,102
+3,898
| +177% | +$374K | 0.54% | 41 |
|
|
2022
Q2 | $233K | Buy |
2,204
+306
| +16% | +$32.3K | 0.19% | 104 |
|
|
2022
Q1 | $204K | Buy |
1,898
+87
| +5% | +$9.35K | 0.15% | 128 |
|
|
2021
Q4 | $208K | Buy |
+1,811
| New | +$208K | 0.16% | 124 |
|
|
2021
Q2 | $265K | Sell |
2,296
-486
| -17% | -$56.1K | 0.22% | 98 |
|
|
2021
Q1 | $314K | Buy |
2,782
+88
| +3% | +$9.93K | 0.29% | 82 |
|
|
2020
Q4 | $323K | Buy |
+2,694
| New | +$323K | 0.35% | 68 |
|