KWMG
King Wealth Management Group’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 | $1M | Sell |
10,453
-96
| -0.9% | -$9.19K | 0.14% | 61 |
|
|
2025
Q1 | $1.01M | Sell |
10,549
-102
| -1% | -$9.73K | 0.15% | 63 |
|
|
2024
Q4 | $985K | Buy |
10,651
+440
| +4% | +$40.7K | 0.14% | 65 |
|
|
2024
Q3 | $1M | Sell |
10,211
-509
| -5% | -$49.9K | 0.16% | 63 |
|
|
2024
Q2 | $1M | Sell |
10,720
-496
| -4% | -$46.5K | 0.17% | 61 |
|
|
2024
Q1 | $1.06M | Sell |
11,216
-945
| -8% | -$89.5K | 0.19% | 59 |
|
|
2023
Q4 | $1.17M | Sell |
12,161
-1,016
| -8% | -$97.9K | 0.23% | 52 |
|
|
2023
Q3 | $1.21M | Sell |
13,177
-501
| -4% | -$45.9K | 0.25% | 49 |
|
|
2023
Q2 | $1.32M | Buy |
13,678
+65
| +0.5% | +$6.28K | 0.27% | 48 |
|
|
2023
Q1 | $1.35M | Sell |
13,613
-176
| -1% | -$17.4K | 0.3% | 46 |
|
|
2022
Q4 | $1.32M | Sell |
13,789
-226
| -2% | -$21.7K | 0.32% | 46 |
|
|
2022
Q3 | $1.35M | Buy |
14,015
+66
| +0.5% | +$6.33K | 0.34% | 44 |
|
|
2022
Q2 | $1.43M | Buy |
13,949
+98
| +0.7% | +$10K | 0.34% | 44 |
|
|
2022
Q1 | $1.49M | Buy |
13,851
+472
| +4% | +$50.7K | 0.29% | 52 |
|
|
2021
Q4 | $1.54M | Sell |
13,379
-239
| -2% | -$27.5K | 0.29% | 49 |
|
|
2021
Q3 | $1.57M | Buy |
13,618
+491
| +4% | +$56.6K | 0.32% | 44 |
|
|
2021
Q2 | $1.52M | Buy |
13,127
+288
| +2% | +$33.3K | 0.31% | 49 |
|
|
2021
Q1 | $1.45M | Buy |
12,839
+110
| +0.9% | +$12.4K | 0.33% | 50 |
|
|
2020
Q4 | $1.53M | Buy |
12,729
+202
| +2% | +$24.2K | 0.36% | 47 |
|
|
2020
Q3 | $1.53M | Buy |
12,527
+243
| +2% | +$29.6K | 0.4% | 38 |
|
|
2020
Q2 | $1.5M | Buy |
12,284
+208
| +2% | +$25.3K | 0.44% | 37 |
|
|
2020
Q1 | $1.47M | Buy |
12,076
+527
| +5% | +$64K | 0.63% | 30 |
|
|
2019
Q4 | $1.27M | Buy |
11,549
+916
| +9% | +$101K | 0.34% | 45 |
|
|
2019
Q3 | $1.2M | Buy |
10,633
+200
| +2% | +$22.5K | 0.34% | 45 |
|
|
2019
Q2 | $1.15M | Buy |
10,433
+1,541
| +17% | +$170K | 0.34% | 46 |
|
|
2019
Q1 | $949K | Buy |
8,892
+2,523
| +40% | +$269K | 0.3% | 50 |
|
|
2018
Q4 | $664K | Sell |
6,369
-173
| -3% | -$18K | 0.24% | 54 |
|
|
2018
Q3 | $662K | Buy |
6,542
+30
| +0.5% | +$3.04K | 0.21% | 56 |
|
|
2018
Q2 | $668K | Buy |
6,512
+59
| +0.9% | +$6.05K | 0.23% | 52 |
|
|
2018
Q1 | $666K | Buy |
6,453
+105
| +2% | +$10.8K | 0.24% | 55 |
|
|
2017
Q4 | $670K | Buy |
6,348
+946
| +18% | +$99.8K | 0.24% | 56 |
|
|
2017
Q3 | $575K | Buy |
5,402
+694
| +15% | +$73.9K | 0.21% | 62 |
|
|
2017
Q2 | $502K | Sell |
4,708
-292
| -6% | -$31.1K | 0.2% | 66 |
|
|
2017
Q1 | $528K | Buy |
5,000
+2,167
| +76% | +$229K | 0.22% | 66 |
|
|
2016
Q4 | $297K | Buy |
2,833
+384
| +16% | +$40.3K | 0.13% | 91 |
|
|
2016
Q3 | $274K | Sell |
2,449
-38
| -2% | -$4.25K | 0.14% | 90 |
|
|
2016
Q2 | $281K | Buy |
2,487
+95
| +4% | +$10.7K | 0.15% | 78 |
|
|
2016
Q1 | $263K | Buy |
2,392
+8
| +0.3% | +$880 | 0.14% | 85 |
|
|
2015
Q4 | $252K | Buy |
2,384
+81
| +4% | +$8.56K | 0.14% | 89 |
|
|
2015
Q3 | $248K | Buy |
2,303
+13
| +0.6% | +$1.4K | 0.15% | 90 |
|
|
2015
Q2 | $240K | Buy |
+2,290
| New | +$240K | 0.13% | 96 |
|