WOSD
WFA of San Diego’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 | $39.8K | Buy |
+416
| New | +$39.8K | 0.03% | 223 |
|
|
2024
Q3 | $46.1K | Hold |
470
| – | – | 0.04% | 193 |
|
|
2024
Q2 | $44K | Buy |
+470
| New | +$44K | 0.04% | 191 |
|
|
2023
Q3 | $43K | Buy |
470
+54
| +13% | +$4.95K | 0.04% | 183 |
|
|
2023
Q2 | $40.2K | Buy |
+416
| New | +$40.2K | 0.04% | 188 |
|
|
2023
Q1 | – | Sell |
-416
| Closed | -$39.8K | – | 220 |
|
|
2022
Q4 | $39.8K | Buy |
+416
| New | +$39.8K | 0.03% | 214 |
|