Wolff Wiese Magana’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-24
Closed -$2.36K 987
2024
Q3
$2.36K Buy
+24
New +$2.36K ﹤0.01% 710
2023
Q1
Sell
-143
Closed -$13.7K 796
2022
Q4
$13.7K Sell
143
-1,900
-93% -$182K 0.01% 306
2022
Q3
$196K Buy
2,043
+3
+0.1% +$288 0.16% 105
2022
Q2
$209K Sell
2,040
-273
-12% -$28K 0.15% 108
2022
Q1
$249K Buy
2,313
+25
+1% +$2.69K 0.17% 106
2021
Q4
$263K Buy
2,288
+84
+4% +$9.66K 0.17% 114
2021
Q3
$254K Buy
2,204
+149
+7% +$17.2K 0.18% 113
2021
Q2
$238K Buy
2,055
+273
+15% +$31.6K 0.17% 107
2021
Q1
$201K Sell
1,782
-243
-12% -$27.4K 0.16% 118
2020
Q4
$243K Buy
+2,025
New +$243K 0.21% 99