WWA
WCG Wealth Advisors’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 | $2.44M | Sell |
25,496
-222,742
| -90% | -$21.3M | 0.16% | 137 |
|
|
2025
Q1 | $23.7M | Sell |
248,238
-29,228
| -11% | -$2.79M | 1.8% | 10 |
|
|
2024
Q4 | $25.7M | Buy |
277,466
+8,031
| +3% | +$742K | 1.7% | 11 |
|
|
2024
Q3 | $26.4M | Sell |
269,435
-28,180
| -9% | -$2.77M | 1.79% | 8 |
|
|
2024
Q2 | $27.9M | Buy |
297,615
+49,659
| +20% | +$4.65M | 2.06% | 9 |
|
|
2024
Q1 | $23.5M | Sell |
247,956
-5,018
| -2% | -$475K | 1.96% | 10 |
|
|
2023
Q4 | $24.4M | Sell |
252,974
-21,442
| -8% | -$2.07M | 1.79% | 10 |
|
|
2023
Q3 | $25.9M | Buy |
274,416
+10,768
| +4% | +$1.02M | 1.9% | 9 |
|
|
2023
Q2 | $25.5M | Buy |
263,648
+17,018
| +7% | +$1.64M | 2.97% | 7 |
|
|
2023
Q1 | $24.4M | Sell |
246,630
-4,610
| -2% | -$457K | 3.13% | 7 |
|
|
2022
Q4 | $24.1M | Buy |
251,240
+22,734
| +10% | +$2.18M | 3.3% | 6 |
|
|
2022
Q3 | $23.6M | Buy |
+228,506
| New | +$23.6M | 3.13% | 4 |
|