LWL
Leo Wealth LLC’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 | $36.2M | Buy |
377,239
+233,330
| +162% | +$22.4M | 2.81% | 7 |
|
|
2025
Q1 | $13.7M | Sell |
143,909
-125,490
| -47% | -$12M | 1.97% | 9 |
|
|
2024
Q4 | $24.9M | Sell |
269,399
-60,040
| -18% | -$5.55M | 2.23% | 9 |
|
|
2024
Q3 | $32.3M | Buy |
329,439
+31,226
| +10% | +$3.06M | 2.95% | 8 |
|
|
2024
Q2 | $27.7M | Sell |
298,213
-16,551
| -5% | -$1.54M | 2.83% | 9 |
|
|
2024
Q1 | $29.5M | Buy |
314,764
+30,261
| +11% | +$2.84M | 3.02% | 7 |
|
|
2023
Q4 | $27.2M | Buy |
+284,503
| New | +$27.2M | 2.81% | 7 |
|