MWPCG
Measured Wealth Private Client 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,815
| Closed | -$221K | – | 135 |
|
|
2020
Q3 | $221K | Sell |
1,815
-70
| -4% | -$8.52K | 0.11% | 118 |
|
|
2020
Q2 | $230K | Buy |
1,885
+185
| +11% | +$22.6K | 0.13% | 98 |
|
|
2020
Q1 | $207K | Buy |
+1,700
| New | +$207K | 0.16% | 85 |
|
|
2019
Q4 | – | Sell |
-19,210
| Closed | -$2.16M | – | 123 |
|
|
2019
Q3 | $2.16M | Sell |
19,210
-6,676
| -26% | -$751K | 1.4% | 15 |
|
|
2019
Q2 | $2.85M | Buy |
25,886
+10,132
| +64% | +$1.11M | 1.64% | 12 |
|
|
2019
Q1 | $1.68M | Buy |
15,754
+1,977
| +14% | +$211K | 1.04% | 15 |
|
|
2018
Q4 | $1.44M | Sell |
13,777
-280
| -2% | -$29.2K | 1.3% | 14 |
|
|
2018
Q3 | $1.42M | Buy |
14,057
+150
| +1% | +$15.2K | 0.85% | 18 |
|
|
2018
Q2 | $1.43M | Buy |
+13,907
| New | +$1.43M | 1.16% | 13 |
|
|
2017
Q3 | $868K | Buy |
+8,144
| New | +$868K | 1.19% | 21 |
|