PWM
Palumbo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-84,085
| Closed | -$8.25M | – | 178 |
|
|
2024
Q3 | $8.25M | Buy |
84,085
+1,563
| +2% | +$153K | 3.21% | 6 |
|
|
2024
Q2 | $7.73M | Sell |
82,522
-4,173
| -5% | -$391K | 3.27% | 6 |
|
|
2024
Q1 | $8.21M | Sell |
86,695
-3,034
| -3% | -$287K | 3.67% | 5 |
|
|
2023
Q4 | $8.65M | Sell |
89,729
-25,485
| -22% | -$2.46M | 4.42% | 5 |
|
|
2023
Q3 | $10.6M | Sell |
115,214
-8,903
| -7% | -$815K | 5.8% | 4 |
|
|
2023
Q2 | $12M | Buy |
124,117
+1,230
| +1% | +$119K | 7.33% | 2 |
|
|
2023
Q1 | $12.2M | Buy |
122,887
+3,606
| +3% | +$357K | 8.1% | 2 |
|
|
2022
Q4 | $11.4M | Buy |
119,281
+29,242
| +32% | +$2.8M | 9.08% | 2 |
|
|
2022
Q3 | $8.64M | Sell |
90,039
-42,733
| -32% | -$4.1M | 7.32% | 1 |
|
|
2022
Q2 | $13.6M | Buy |
132,772
+48,510
| +58% | +$4.96M | 10.78% | 1 |
|
|
2022
Q1 | $9.06M | Sell |
84,262
-36,068
| -30% | -$3.88M | 5.82% | 4 |
|
|
2021
Q4 | $13.8M | Buy |
120,330
+1,833
| +2% | +$211K | 8.67% | 2 |
|
|
2021
Q3 | $13.7M | Buy |
118,497
+12,334
| +12% | +$1.42M | 9% | 1 |
|
|
2021
Q2 | $12.3M | Buy |
106,163
+13,296
| +14% | +$1.54M | 8.23% | 2 |
|
|
2021
Q1 | $10.5M | Sell |
92,867
-2,469
| -3% | -$279K | 7.91% | 1 |
|
|
2020
Q4 | $11.4M | Buy |
+95,336
| New | +$11.4M | 9.23% | 3 |
|