RFWA
RPg Family Wealth Advisory’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 | $6.14M | Sell |
64,162
-1,516
| -2% | -$145K | 1.63% | 19 |
|
|
2025
Q1 | $6.26M | Sell |
65,678
-8,898
| -12% | -$849K | 1.78% | 23 |
|
|
2024
Q4 | $6.89M | Sell |
74,576
-5,233
| -7% | -$484K | 2.44% | 15 |
|
|
2024
Q3 | $7.83M | Buy |
79,809
+3,265
| +4% | +$320K | 2.53% | 16 |
|
|
2024
Q2 | $7.17M | Buy |
76,544
+4,871
| +7% | +$456K | 2.36% | 15 |
|
|
2024
Q1 | $6.78M | Sell |
71,673
-755
| -1% | -$71.5K | 2.15% | 15 |
|
|
2023
Q4 | $6.98M | Buy |
72,428
+17,683
| +32% | +$1.7M | 2.58% | 6 |
|
|
2023
Q3 | $5.01M | Buy |
+54,745
| New | +$5.01M | 2.06% | 16 |
|
|
2019
Q4 | – | Sell |
-90
| Closed | -$10.1K | – | 288 |
|
|
2019
Q3 | $10.1K | Buy |
+90
| New | +$10.1K | 0.01% | 288 |
|
|
2018
Q4 | – | Sell |
-149
| Closed | -$15.1K | – | 241 |
|
|
2018
Q3 | $15.1K | Hold |
149
| – | – | 0.01% | 215 |
|
|
2018
Q2 | $15.3K | Sell |
149
-699
| -82% | -$71.7K | 0.01% | 197 |
|
|
2018
Q1 | $87.5K | Sell |
848
-132
| -13% | -$13.6K | 0.07% | 69 |
|
|
2017
Q4 | $103K | Sell |
980
-183
| -16% | -$19.3K | 0.09% | 62 |
|
|
2017
Q3 | $124K | Sell |
1,163
-181
| -13% | -$19.3K | 0.1% | 57 |
|
|
2017
Q2 | $143K | Sell |
1,344
-611
| -31% | -$65.1K | 0.12% | 60 |
|
|
2017
Q1 | $206K | Buy |
+1,955
| New | +$206K | 0.17% | 48 |
|