PWM
Prentice 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 | – | Sell |
-8,886
| Closed | -$847K | – | 113 |
|
|
2025
Q1 | $847K | Buy |
+8,886
| New | +$847K | 0.24% | 45 |
|
|
2024
Q4 | – | Sell |
-8,326
| Closed | -$817K | – | 108 |
|
|
2024
Q3 | $817K | Buy |
8,326
+351
| +4% | +$34.4K | 0.24% | 51 |
|
|
2024
Q2 | $747K | Hold |
7,975
| – | – | 0.24% | 51 |
|
|
2024
Q1 | $755K | Sell |
7,975
-81
| -1% | -$7.67K | 0.26% | 49 |
|
|
2023
Q4 | $777K | Buy |
8,056
+2,342
| +41% | +$226K | 0.3% | 45 |
|
|
2023
Q3 | $523K | Buy |
5,714
+78
| +1% | +$7.14K | 0.24% | 51 |
|
|
2023
Q2 | $544K | Sell |
5,636
-25
| -0.4% | -$2.42K | 0.25% | 47 |
|
|
2023
Q1 | $561K | Buy |
+5,661
| New | +$561K | 0.27% | 43 |
|
|
2022
Q4 | – | Sell |
-4,830
| Closed | -$464K | – | 94 |
|
|
2022
Q3 | $464K | Buy |
+4,830
| New | +$464K | 0.25% | 40 |
|