HNW
High Note Wealth’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 | $10.2M | Sell |
106,358
-421
| -0.4% | -$40.3K | 2.33% | 11 |
|
|
2025
Q1 | $10.2M | Buy |
106,779
+52,717
| +98% | +$5.03M | 2.52% | 12 |
|
|
2024
Q4 | $5M | Buy |
54,062
+49,595
| +1,110% | +$4.59M | 1.3% | 25 |
|
|
2024
Q3 | $438K | Buy |
+4,467
| New | +$438K | 0.13% | 72 |
|
|
2021
Q2 | – | Sell |
-27,369
| Closed | -$3.09M | – | 84 |
|
|
2021
Q1 | $3.09M | Buy |
27,369
+678
| +3% | +$76.5K | 1.2% | 27 |
|
|
2020
Q4 | $3.2M | Buy |
+26,691
| New | +$3.2M | 1.36% | 21 |
|