W Advisors LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,605
| Closed | -$348K | – | 102 |
|
|
2023
Q2 | $348K | Buy |
3,605
+624
| +21% | +$60.3K | 0.27% | 73 |
|
|
2023
Q1 | $295K | Sell |
2,981
-281
| -9% | -$27.9K | 0.24% | 82 |
|
|
2022
Q4 | $312K | Sell |
3,262
-77
| -2% | -$7.38K | 0.26% | 80 |
|
|
2022
Q3 | $321K | Buy |
3,339
+492
| +17% | +$47.3K | 0.3% | 73 |
|
|
2022
Q2 | $291K | Buy |
2,847
+149
| +6% | +$15.2K | 0.25% | 78 |
|
|
2022
Q1 | $290K | Buy |
+2,698
| New | +$290K | 0.22% | 83 |
|