IWA
IVC 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 |
-2,496
| Closed | -$268K | – | 143 |
|
|
2022
Q1 | $268K | Sell |
2,496
-8,224
| -77% | -$883K | 0.18% | 121 |
|
|
2021
Q4 | $1.23M | Sell |
10,720
-706
| -6% | -$81.2K | 0.79% | 29 |
|
|
2021
Q3 | $1.32M | Buy |
11,426
+599
| +6% | +$69K | 0.91% | 25 |
|
|
2021
Q2 | $1.25M | Sell |
10,827
-6,886
| -39% | -$795K | 0.88% | 25 |
|
|
2021
Q1 | $2M | Buy |
17,713
+15,308
| +637% | +$1.73M | 1.58% | 11 |
|
|
2020
Q4 | $288K | Buy |
+2,405
| New | +$288K | 0.27% | 91 |
|