LGWM
Litman Gregory Wealth Management’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 | $6.52M | Buy |
68,070
+170
| +0.3% | +$16.3K | 0.51% | 42 |
|
|
2025
Q1 | $6.48M | Sell |
67,900
-171
| -0.3% | -$16.3K | 0.56% | 40 |
|
|
2024
Q4 | $6.29M | Buy |
68,071
+4,071
| +6% | +$376K | 0.55% | 39 |
|
|
2024
Q3 | $6.28M | Sell |
64,000
-808
| -1% | -$79.3K | 0.52% | 40 |
|
|
2024
Q2 | $6.07M | Sell |
64,808
-130
| -0.2% | -$12.2K | 0.54% | 39 |
|
|
2024
Q1 | $6.15M | Buy |
64,938
+2,111
| +3% | +$200K | 0.56% | 39 |
|
|
2023
Q4 | $6.06M | Buy |
62,827
+1,107
| +2% | +$107K | 0.57% | 38 |
|
|
2023
Q3 | $5.65M | Buy |
61,720
+3,338
| +6% | +$306K | 0.58% | 38 |
|
|
2023
Q2 | $5.64M | Buy |
+58,382
| New | +$5.64M | 0.7% | 22 |
|
|
2023
Q1 | – | Sell |
-57,961
| Closed | -$5.55M | – | 63 |
|
|
2022
Q4 | $5.55M | Buy |
57,961
+1,934
| +3% | +$185K | 0.78% | 22 |
|
|
2022
Q3 | $5.38M | Buy |
56,027
+1,717
| +3% | +$165K | 0.86% | 20 |
|
|
2022
Q2 | $5.56M | Sell |
54,310
-65
| -0.1% | -$6.65K | 0.82% | 23 |
|
|
2022
Q1 | $5.84M | Buy |
54,375
+772
| +1% | +$83K | 0.86% | 22 |
|
|
2021
Q4 | $6.16M | Sell |
53,603
-2,161
| -4% | -$249K | 1.05% | 19 |
|
|
2021
Q3 | $6.43M | Buy |
55,764
+42,382
| +317% | +$4.88M | 1.21% | 16 |
|
|
2021
Q2 | $13.4K | Sell |
13,382
-254,261
| -95% | -$254K | 2.5% | 8 |
|
|
2021
Q1 | $30.2M | Sell |
267,643
-8,171
| -3% | -$923K | 5.92% | 5 |
|
|
2020
Q4 | $33.1M | Sell |
275,814
-13,415
| -5% | -$1.61M | 6.08% | 6 |
|
|
2020
Q3 | $35.2M | Buy |
289,229
+4,405
| +2% | +$537K | 7.28% | 4 |
|
|
2020
Q2 | $34.7M | Buy |
284,824
+41,972
| +17% | +$5.12M | 7.66% | 4 |
|
|
2020
Q1 | $29.5M | Sell |
242,852
-40,809
| -14% | -$4.96M | 7.42% | 5 |
|
|
2019
Q4 | $31.3M | Sell |
283,661
-7,941
| -3% | -$875K | 6.96% | 5 |
|
|
2019
Q3 | $32.8M | Buy |
291,602
+251,316
| +624% | +$28.3M | 8.02% | 5 |
|
|
2019
Q2 | $4.43M | Sell |
40,286
-774
| -2% | -$85.2K | 1.17% | 14 |
|
|
2019
Q1 | $4.38M | Buy |
41,060
+1,565
| +4% | +$167K | 1.19% | 14 |
|
|
2018
Q4 | $4.12M | Sell |
39,495
-3,427
| -8% | -$357K | 1.26% | 14 |
|
|
2018
Q3 | $4.34M | Buy |
42,922
+6,631
| +18% | +$671K | 1.46% | 14 |
|
|
2018
Q2 | $3.72M | Buy |
36,291
+202
| +0.6% | +$20.7K | 1.47% | 14 |
|
|
2018
Q1 | $3.72M | Sell |
36,089
-400
| -1% | -$41.3K | 1.52% | 12 |
|
|
2017
Q4 | $3.85K | Buy |
36,489
+1,638
| +5% | +$173 | 1.16% | 11 |
|
|
2017
Q3 | $3.71M | Buy |
34,851
+667
| +2% | +$71K | 1.81% | 9 |
|
|
2017
Q2 | $3.64M | Buy |
34,184
+947
| +3% | +$101K | 2.07% | 9 |
|
|
2017
Q1 | $3.51M | Buy |
33,237
+1,238
| +4% | +$131K | 2.17% | 10 |
|
|
2016
Q4 | $3.35M | Buy |
31,999
+2,099
| +7% | +$220K | 2.25% | 10 |
|
|
2016
Q3 | $3.35M | Buy |
29,900
+835
| +3% | +$93.4K | 2.43% | 7 |
|
|
2016
Q2 | $3.28M | Hold |
29,065
| – | – | 2.61% | 7 |
|
|
2016
Q1 | $3.21M | Sell |
29,065
-1,999
| -6% | -$221K | 2.53% | 7 |
|
|
2015
Q4 | $3.28M | Buy |
+31,064
| New | +$3.28M | 2.36% | 10 |
|
|
2014
Q3 | $3.22M | Buy |
31,080
+905
| +3% | +$93.8K | 4.33% | 6 |
|
|
2014
Q2 | $3.13M | Sell |
30,175
-74
| -0.2% | -$7.67K | 5.6% | 6 |
|
|
2014
Q1 | $3.08M | Buy |
30,249
+596
| +2% | +$60.6K | 3.71% | 7 |
|
|
2013
Q4 | $2.94M | Buy |
29,653
+993
| +3% | +$98.6K | 3.63% | 7 |
|
|
2013
Q3 | $2.93M | Buy |
28,660
+2,460
| +9% | +$251K | 3.51% | 6 |
|
|
2013
Q2 | $2.69M | Buy |
+26,200
| New | +$2.69M | 3% | 9 |
|