MSWM
Mader & Shannon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-155,877
| Closed | -$18.9M | – | 22 |
|
|
2020
Q1 | $18.9M | Sell |
155,877
-1,554
| -1% | -$189K | 16.75% | 3 |
|
|
2019
Q4 | $17.4M | Buy |
157,431
+4,756
| +3% | +$524K | 13.98% | 3 |
|
|
2019
Q3 | $17.2M | Sell |
152,675
-1,879
| -1% | -$211K | 13.6% | 3 |
|
|
2019
Q2 | $17M | Sell |
154,554
-5,025
| -3% | -$553K | 14.46% | 3 |
|
|
2019
Q1 | $17M | Buy |
159,579
+897
| +0.6% | +$95.7K | 15.26% | 2 |
|
|
2018
Q4 | $16.5M | Buy |
+158,682
| New | +$16.5M | 13.47% | 3 |
|
|
2018
Q3 | – | Sell |
-160,216
| Closed | -$16.4M | – | 22 |
|
|
2018
Q2 | $16.4M | Buy |
+160,216
| New | +$16.4M | 19.85% | 2 |
|
|
2016
Q3 | – | Sell |
-28,793
| Closed | -$3.25M | – | 22 |
|
|
2016
Q2 | $3.25M | Buy |
+28,793
| New | +$3.25M | 2.33% | 7 |
|
|
2016
Q1 | – | Sell |
-110,410
| Closed | -$11.7M | – | 11 |
|
|
2015
Q4 | $11.7M | Buy |
+110,410
| New | +$11.7M | 10.32% | 4 |
|