MWM
MTC 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 | $8.33M | Sell |
86,965
-2,882
| -3% | -$276K | 4% | 10 |
|
|
2025
Q1 | $8.57M | Sell |
89,847
-137,859
| -61% | -$13.1M | 4.21% | 9 |
|
|
2024
Q4 | $21.1M | Sell |
227,706
-2,005
| -0.9% | -$185K | 10.14% | 4 |
|
|
2024
Q3 | $22.5M | Buy |
229,711
+414
| +0.2% | +$40.6K | 10.19% | 4 |
|
|
2024
Q2 | $21.5M | Sell |
229,297
-9,092
| -4% | -$851K | 10.22% | 4 |
|
|
2024
Q1 | $22.6M | Sell |
238,389
-60,234
| -20% | -$5.7M | 10.37% | 4 |
|
|
2023
Q4 | $28.8M | Sell |
298,623
-1,915
| -0.6% | -$185K | 13.39% | 2 |
|
|
2023
Q3 | $27.5M | Buy |
300,538
+95,545
| +47% | +$8.75M | 13.56% | 2 |
|
|
2023
Q2 | $19.8M | Buy |
204,993
+89,471
| +77% | +$8.64M | 9.56% | 4 |
|
|
2023
Q1 | $11.5M | Buy |
+115,522
| New | +$11.5M | 5.89% | 8 |
|