PWPCM
Perella Weinberg Partners Capital 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
Q1 | $176M | Sell |
1,858,241
-353,471
| -16% | -$33.5M | 17.72% | 1 |
|
|
2023
Q4 | $213M | Buy |
2,211,712
+408,022
| +23% | +$39.3M | 17.43% | 1 |
|
|
2023
Q3 | $165M | Buy |
+1,803,690
| New | +$165M | 17.95% | 1 |
|
|
2020
Q3 | – | Sell |
-107,067
| Closed | -$13M | – | 29 |
|
|
2020
Q2 | $13M | Buy |
+107,067
| New | +$13M | 2.86% | 8 |
|