QWM
Quaker 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 | $16.3M | Buy |
+170,571
| New | +$16.3M | 5.47% | 4 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 386 |
|
|
2024
Q3 | $1.06M | Buy |
+10,851
| New | +$1.06M | 0.39% | 27 |
|
|
2024
Q1 | $6.82M | Buy |
+72,023
| New | +$6.82M | 2.76% | 13 |
|
|
2023
Q4 | – | Sell |
-123,899
| Closed | -$11.3M | – | 56 |
|
|
2023
Q3 | $11.3M | Sell |
123,899
-6,300
| -5% | -$577K | 5.53% | 7 |
|
|
2023
Q2 | $12.6M | Buy |
+130,199
| New | +$12.6M | 5.68% | 7 |
|