HSWS
Higgins & Schmidt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-60,775
| Closed | -$5.96M | – | 61 |
|
|
2024
Q3 | $5.96M | Sell |
60,775
-5,740
| -9% | -$563K | 3.85% | 8 |
|
|
2024
Q2 | $6.23M | Buy |
66,515
+6,411
| +11% | +$600K | 4.49% | 8 |
|
|
2024
Q1 | $5.69M | Buy |
60,104
+2,205
| +4% | +$209K | 4.2% | 8 |
|
|
2023
Q4 | $5.58M | Buy |
+57,899
| New | +$5.58M | 4.49% | 8 |
|