TWM
Tanglewood 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 | $54.1M | Buy |
565,204
+6,598
| +1% | +$632K | 5.34% | 6 |
|
|
2025
Q1 | $53.3M | Buy |
558,606
+549,653
| +6,139% | +$52.4M | 5.99% | 5 |
|
|
2024
Q4 | $828K | Buy |
+8,953
| New | +$828K | 0.1% | 23 |
|
|
2024
Q2 | – | Sell |
-209,971
| Closed | -$19.9M | – | 33 |
|
|
2024
Q1 | $19.9M | Sell |
209,971
-373,925
| -64% | -$35.4M | 2.46% | 12 |
|
|
2023
Q4 | $56.3M | Buy |
+583,896
| New | +$56.3M | 6.89% | 4 |
|
|
2020
Q2 | – | Sell |
-258,701
| Closed | -$31.4M | – | 18 |
|
|
2020
Q1 | $31.4M | Buy |
+258,701
| New | +$31.4M | 6.1% | 5 |
|
|
2016
Q4 | – | Sell |
-258,158
| Closed | -$28.9M | – | 14 |
|
|
2016
Q3 | $28.9M | Sell |
258,158
-2,160
| -0.8% | -$242K | 10.39% | 3 |
|
|
2016
Q2 | $29.4M | Sell |
260,318
-321
| -0.1% | -$36.3K | 10.84% | 4 |
|
|
2016
Q1 | $28.8M | Buy |
260,639
+8,315
| +3% | +$917K | 9.9% | 5 |
|
|
2015
Q4 | $26.6M | Buy |
+252,324
| New | +$26.6M | 10.55% | 4 |
|