WJA
Willis Johnson & Associates’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 | $32M | Buy |
334,137
+11,214
| +3% | +$1.07M | 2.17% | 10 |
|
|
2025
Q1 | $30.8M | Buy |
322,923
+22,157
| +7% | +$2.11M | 2.33% | 10 |
|
|
2024
Q4 | $27.8M | Buy |
300,766
+147,521
| +96% | +$13.6M | 2.14% | 11 |
|
|
2024
Q3 | $15M | Buy |
153,245
+104
| +0.1% | +$10.2K | 1.14% | 21 |
|
|
2024
Q2 | $14.3M | Buy |
153,141
+4,057
| +3% | +$380K | 1.18% | 20 |
|
|
2024
Q1 | $14.1M | Buy |
149,084
+7,350
| +5% | +$696K | 1.23% | 20 |
|
|
2023
Q4 | $13.7M | Buy |
141,734
+6,846
| +5% | +$660K | 1.25% | 18 |
|
|
2023
Q3 | $12.4M | Buy |
134,888
+8,861
| +7% | +$812K | 1.27% | 16 |
|
|
2023
Q2 | $12.2M | Buy |
126,027
+37,928
| +43% | +$3.66M | 1.3% | 17 |
|
|
2023
Q1 | $8.73M | Buy |
88,099
+3,549
| +4% | +$352K | 1.04% | 20 |
|
|
2022
Q4 | $8.1M | Buy |
84,550
+2,976
| +4% | +$285K | 1.06% | 20 |
|
|
2022
Q3 | $7.83M | Buy |
81,574
+721
| +0.9% | +$69.2K | 1.14% | 20 |
|
|
2022
Q2 | $8.27M | Buy |
80,853
+2,919
| +4% | +$299K | 1.15% | 20 |
|
|
2022
Q1 | $8.38M | Sell |
77,934
-368
| -0.5% | -$39.6K | 1.1% | 19 |
|
|
2021
Q4 | $9.01M | Buy |
78,302
+990
| +1% | +$114K | 1.16% | 18 |
|
|
2021
Q3 | $8.91M | Buy |
77,312
+1,514
| +2% | +$174K | 1.24% | 19 |
|
|
2021
Q2 | $8.75M | Buy |
75,798
+8,768
| +13% | +$1.01M | 1.24% | 18 |
|
|
2021
Q1 | $7.57M | Buy |
67,030
+7,874
| +13% | +$889K | 1.16% | 19 |
|
|
2020
Q4 | $7.1M | Buy |
+59,156
| New | +$7.1M | 1.18% | 19 |
|