WA
Wealthstar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $311K | Buy |
+3,317
| New | +$311K | 0.25% | 25 |
|
|
2023
Q4 | – | Sell |
-5,455
| Closed | -$500K | – | 128 |
|
|
2023
Q3 | $500K | Buy |
5,455
+214
| +4% | +$19.6K | 0.19% | 50 |
|
|
2023
Q2 | $506K | Sell |
5,241
-807
| -13% | -$78K | 0.21% | 44 |
|
|
2023
Q1 | $599K | Sell |
6,048
-547
| -8% | -$54.2K | 0.23% | 40 |
|
|
2022
Q4 | $631K | Hold |
6,595
| – | – | 0.29% | 38 |
|
|
2022
Q3 | $630K | Sell |
6,595
-7,859
| -54% | -$751K | 0.3% | 39 |
|
|
2022
Q2 | $1.48M | Buy |
14,454
+76
| +0.5% | +$7.78K | 0.57% | 24 |
|
|
2022
Q1 | $1.55M | Buy |
14,378
+5,036
| +54% | +$544K | 0.58% | 24 |
|
|
2021
Q4 | $1.07M | Buy |
+9,342
| New | +$1.07M | 0.37% | 36 |
|