PWG
Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-16,470
| Closed | -$1.82M | – | 34 |
|
|
2019
Q4 | $1.82M | Sell |
16,470
-54,481
| -77% | -$6M | 1.89% | 16 |
|
|
2019
Q3 | $7.98M | Sell |
70,951
-2,763
| -4% | -$311K | 7.15% | 5 |
|
|
2019
Q2 | $8.11M | Sell |
73,714
-77,226
| -51% | -$8.5M | 7.38% | 5 |
|
|
2019
Q1 | $16.1M | Sell |
150,940
-95,580
| -39% | -$10.2M | 14.77% | 2 |
|
|
2018
Q4 | $25.7M | Buy |
+246,520
| New | +$25.7M | 25.2% | 1 |
|