SVWAG
Sound View Wealth Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
13,543
+290
| +2% | +$27.8K | 0.1% | 164 |
|
|
2025
Q1 | $1.26M | Hold |
13,253
| – | – | 0.1% | 155 |
|
|
2024
Q4 | $1.23M | Hold |
13,253
| – | – | 0.1% | 161 |
|
|
2024
Q3 | $1.3M | Buy |
13,253
+100
| +0.8% | +$9.81K | 0.11% | 160 |
|
|
2024
Q2 | $1.23M | Sell |
13,153
-400
| -3% | -$37.5K | 0.13% | 142 |
|
|
2024
Q1 | $1.28M | Buy |
13,553
+10,514
| +346% | +$995K | 0.14% | 143 |
|
|
2023
Q4 | $293K | Hold |
3,039
| – | – | 0.03% | 312 |
|
|
2023
Q3 | $278K | Buy |
3,039
+39
| +1% | +$3.57K | 0.03% | 301 |
|
|
2023
Q2 | $290K | Buy |
3,000
+500
| +20% | +$48.3K | 0.04% | 292 |
|
|
2023
Q1 | $248K | Sell |
2,500
-539
| -18% | -$53.4K | 0.03% | 312 |
|
|
2022
Q4 | $293K | Buy |
+3,039
| New | +$293K | 0.03% | 312 |
|