FWA
FOCUS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-17,561
| Closed | -$1.89M | – | 48 |
|
|
2022
Q1 | $1.89M | Sell |
17,561
-222
| -1% | -$23.9K | 1.12% | 22 |
|
|
2021
Q4 | $2.05M | Buy |
17,783
+592
| +3% | +$68.1K | 1.22% | 20 |
|
|
2021
Q3 | $1.98M | Buy |
17,191
+421
| +3% | +$48.5K | 1.34% | 20 |
|
|
2021
Q2 | $1.94M | Buy |
16,770
+264
| +2% | +$30.5K | 1.35% | 19 |
|
|
2021
Q1 | $1.87M | Sell |
16,506
-145
| -0.9% | -$16.4K | 1.38% | 18 |
|
|
2020
Q4 | $2M | Buy |
+16,651
| New | +$2M | 1.54% | 18 |
|