WMS
Wealth Management Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $931K | Sell |
10,160
-431
| -4% | -$39.5K | 0.64% | 18 |
|
|
2023
Q2 | $1.02M | Sell |
10,591
-12,750
| -55% | -$1.23M | 0.67% | 17 |
|
|
2023
Q1 | $2.31M | Sell |
23,341
-83,458
| -78% | -$8.27M | 1.33% | 14 |
|
|
2022
Q4 | $10.2M | Sell |
106,799
-23,308
| -18% | -$2.23M | 5.38% | 7 |
|
|
2022
Q3 | $12.5M | Sell |
130,107
-37,943
| -23% | -$3.64M | 7.28% | 5 |
|
|
2022
Q2 | $17.2M | Buy |
168,050
+29,006
| +21% | +$2.97M | 9.68% | 2 |
|
|
2022
Q1 | $14.9M | Buy |
+139,044
| New | +$14.9M | 7.77% | 3 |
|