WAM
Walker Asset 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 | $241K | Sell |
2,521
-24
| -0.9% | -$2.3K | 0.14% | 119 |
|
|
2025
Q1 | $243K | Sell |
2,545
-39
| -2% | -$3.72K | 0.15% | 119 |
|
|
2024
Q4 | $239K | Buy |
2,584
+32
| +1% | +$2.96K | 0.15% | 120 |
|
|
2024
Q3 | $250K | Sell |
2,552
-99
| -4% | -$9.71K | 0.16% | 122 |
|
|
2024
Q2 | $248K | Buy |
2,651
+46
| +2% | +$4.31K | 0.17% | 109 |
|
|
2024
Q1 | $247K | Buy |
2,605
+13
| +0.5% | +$1.23K | 0.16% | 112 |
|
|
2023
Q4 | $250K | Sell |
2,592
-85
| -3% | -$8.19K | 0.18% | 107 |
|
|
2023
Q3 | $245K | Buy |
2,677
+91
| +4% | +$8.34K | 0.22% | 76 |
|
|
2023
Q2 | $250K | Buy |
2,586
+33
| +1% | +$3.19K | 0.21% | 78 |
|
|
2023
Q1 | $253K | Hold |
2,553
| – | – | 0.22% | 75 |
|
|
2022
Q4 | $245K | Hold |
2,553
| – | – | 0.21% | 70 |
|
|
2022
Q3 | $245K | Hold |
2,553
| – | – | 0.22% | 62 |
|
|
2022
Q2 | $261K | Buy |
2,553
+181
| +8% | +$18.5K | 0.24% | 68 |
|
|
2022
Q1 | $255K | Buy |
+2,372
| New | +$255K | 0.2% | 80 |
|