OWA
Opal Wealth Advisors’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 | $415K | Sell |
4,330
-750
| -15% | -$71.8K | 0.12% | 94 |
|
|
2025
Q1 | $484K | Sell |
5,080
-3,812
| -43% | -$364K | 0.15% | 81 |
|
|
2024
Q4 | $822K | Sell |
8,892
-6,049
| -40% | -$559K | 0.25% | 56 |
|
|
2024
Q3 | $1.47M | Buy |
14,941
+12,280
| +461% | +$1.2M | 0.46% | 32 |
|
|
2024
Q2 | $249K | Buy |
+2,661
| New | +$249K | 0.08% | 142 |
|