WAM
WealthTrust 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 | $1.31M | Sell |
13,716
-3,204
| -19% | -$307K | 0.98% | 21 |
|
|
2025
Q1 | $1.61M | Sell |
16,920
-1,761
| -9% | -$168K | 1.2% | 17 |
|
|
2024
Q4 | $1.73M | Sell |
18,681
-33,057
| -64% | -$3.06M | 1.24% | 19 |
|
|
2024
Q3 | $5.08M | Buy |
51,738
+7,129
| +16% | +$699K | 3.78% | 5 |
|
|
2024
Q2 | $4.18M | Buy |
+44,609
| New | +$4.18M | 3.05% | 7 |
|