SWM
Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,304
| Closed | -$314K | – | 97 |
|
|
2023
Q2 | $314K | Buy |
+3,304
| New | +$314K | 0.16% | 74 |
|
|
2022
Q4 | $463K | Sell |
4,666
-751
| -14% | -$74.5K | 0.24% | 55 |
|
|
2022
Q3 | $520K | Sell |
5,417
-173
| -3% | -$16.6K | 0.22% | 61 |
|
|
2022
Q2 | $572K | Buy |
+5,590
| New | +$572K | 0.2% | 67 |
|