RSWM
Robertson Stephens 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 | $1.95M | Sell |
20,376
-112,051
| -85% | -$10.7M | 0.06% | 190 |
|
|
2025
Q1 | $12.6M | Buy |
132,427
+967
| +0.7% | +$92.2K | 0.43% | 45 |
|
|
2024
Q4 | $12.2M | Sell |
131,460
-44,577
| -25% | -$4.12M | 0.43% | 49 |
|
|
2024
Q3 | $17.3M | Buy |
176,037
+81,345
| +86% | +$7.98M | 0.63% | 36 |
|
|
2024
Q2 | $8.87M | Buy |
+94,692
| New | +$8.87M | 0.45% | 43 |
|
|
2023
Q3 | – | Sell |
-20,269
| Closed | -$1.96M | – | 456 |
|
|
2023
Q2 | $1.96M | Buy |
20,269
+13,849
| +216% | +$1.34M | 0.14% | 129 |
|
|
2023
Q1 | $636K | Sell |
6,420
-1,203
| -16% | -$119K | 0.05% | 263 |
|
|
2022
Q4 | $730K | Sell |
7,623
-17,429
| -70% | -$1.67M | 0.07% | 209 |
|
|
2022
Q3 | $2.4M | Buy |
25,052
+11,331
| +83% | +$1.09M | 0.25% | 80 |
|
|
2022
Q2 | $1.4M | Sell |
13,721
-5,879
| -30% | -$601K | 0.13% | 127 |
|
|
2022
Q1 | $2.11M | Buy |
19,600
+5,942
| +44% | +$638K | 0.18% | 107 |
|
|
2021
Q4 | $1.57M | Buy |
13,658
+7,793
| +133% | +$896K | 0.13% | 135 |
|
|
2021
Q3 | $675K | Sell |
5,865
-596
| -9% | -$68.6K | 0.08% | 166 |
|
|
2021
Q2 | $746K | Sell |
6,461
-4,236
| -40% | -$489K | 0.09% | 163 |
|
|
2021
Q1 | $1.21M | Buy |
10,697
+4,537
| +74% | +$512K | 0.19% | 90 |
|
|
2020
Q4 | $738K | Buy |
+6,160
| New | +$738K | 0.15% | 108 |
|