WCG
Weaver Consulting Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,066
| Closed | -$211K | – | 167 |
|
|
2022
Q2 | $211K | Sell |
2,066
-30
| -1% | -$3.06K | 0.12% | 156 |
|
|
2022
Q1 | $225K | Sell |
2,096
-99
| -5% | -$10.6K | 0.11% | 155 |
|
|
2021
Q4 | $252K | Sell |
2,195
-661
| -23% | -$75.9K | 0.12% | 141 |
|
|
2021
Q3 | $329K | Sell |
2,856
-533
| -16% | -$61.4K | 0.18% | 106 |
|
|
2021
Q2 | $391K | Sell |
3,389
-2,331
| -41% | -$269K | 0.22% | 92 |
|
|
2021
Q1 | $646K | Sell |
5,720
-4,100
| -42% | -$463K | 0.4% | 45 |
|
|
2020
Q4 | $1.18M | Sell |
9,820
-2,222
| -18% | -$267K | 0.73% | 33 |
|
|
2020
Q3 | $1.47M | Sell |
12,042
-1,541
| -11% | -$188K | 0.84% | 25 |
|
|
2020
Q2 | $1.66M | Sell |
13,583
-203
| -1% | -$24.7K | 0.96% | 22 |
|
|
2020
Q1 | $1.68M | Sell |
13,786
-4,453
| -24% | -$541K | 1.09% | 21 |
|
|
2019
Q4 | $2.05M | Sell |
18,239
-16,492
| -47% | -$1.85M | 1.1% | 19 |
|
|
2019
Q3 | $3.81M | Sell |
34,731
-1,642
| -5% | -$180K | 2.02% | 13 |
|
|
2019
Q2 | $4M | Sell |
36,373
-13,417
| -27% | -$1.48M | 2.18% | 12 |
|
|
2019
Q1 | $5.41M | Buy |
+49,790
| New | +$5.41M | 1.53% | 11 |
|