IPW
IronBridge Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-70,627
| Closed | -$6.82M | – | 39 |
|
|
2023
Q2 | $6.82M | Buy |
70,627
+5,153
| +8% | +$498K | 3.83% | 8 |
|
|
2023
Q1 | $6.49M | Buy |
+65,474
| New | +$6.49M | 4.15% | 6 |
|
|
2022
Q1 | – | Sell |
-56
| Closed | -$6K | – | 155 |
|
|
2021
Q4 | $6K | Hold |
56
| – | – | ﹤0.01% | 223 |
|
|
2021
Q3 | $6K | Hold |
56
| – | – | ﹤0.01% | 187 |
|
|
2021
Q2 | $6K | Hold |
56
| – | – | ﹤0.01% | 194 |
|
|
2021
Q1 | $6K | Hold |
56
| – | – | ﹤0.01% | 191 |
|
|
2020
Q4 | $7K | Buy |
+56
| New | +$7K | 0.01% | 161 |
|