GWM
Gupta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $13.3M | Buy |
120,940
+21,077
| +21% | +$2.33M | 3.13% | 5 |
|
|
2015
Q4 | $10.5M | Buy |
99,863
+31,045
| +45% | +$3.28M | 2.68% | 6 |
|
|
2015
Q3 | $7.42M | Buy |
68,818
+35,938
| +109% | +$3.88M | 1.81% | 11 |
|
|
2015
Q2 | $3.45M | Buy |
32,880
+32,238
| +5,021% | +$3.39M | 0.85% | 28 |
|
|
2015
Q1 | $70K | Buy |
+642
| New | +$70K | 0.02% | 351 |
|