OBWG
Onyx Bridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,443
| Closed | -$224K | – | 260 |
|
|
2023
Q3 | $224K | Buy |
+2,443
| New | +$224K | 0.05% | 204 |
|
|
2022
Q3 | – | Sell |
-2,657
| Closed | -$277K | – | 188 |
|
|
2022
Q2 | $277K | Sell |
2,657
-332
| -11% | -$34.6K | 0.12% | 111 |
|
|
2022
Q1 | $309K | Sell |
2,989
-542
| -15% | -$56K | 0.12% | 102 |
|
|
2021
Q4 | $402K | Sell |
3,531
-23
| -0.6% | -$2.62K | 0.14% | 89 |
|
|
2021
Q3 | $407K | Buy |
3,554
+416
| +13% | +$47.6K | 0.15% | 83 |
|
|
2021
Q2 | $367K | Buy |
+3,138
| New | +$367K | 0.16% | 71 |
|