WCWM
Wooster Corthell Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.77M | Sell |
73,659
-15,764
| -18% | -$1.88M | 1.62% | 16 |
|
|
2025
Q1 | $10.6M | Sell |
89,423
-1,877
| -2% | -$222K | 2.16% | 13 |
|
|
2024
Q4 | $10.5M | Sell |
91,300
-458
| -0.5% | -$52.9K | 2.3% | 12 |
|
|
2024
Q3 | $11M | Buy |
91,758
+221
| +0.2% | +$26.4K | 2.34% | 12 |
|
|
2024
Q2 | $10.6M | Sell |
91,537
-1,715
| -2% | -$198K | 2.39% | 12 |
|
|
2024
Q1 | $10.8M | Sell |
93,252
-152
| -0.2% | -$17.6K | 2.47% | 12 |
|
|
2023
Q4 | $10.9M | Buy |
93,404
+37,899
| +68% | +$4.44M | 2.63% | 11 |
|
|
2023
Q3 | $6.28M | Sell |
55,505
-666
| -1% | -$75.4K | 1.66% | 15 |
|
|
2023
Q2 | $6.47M | Buy |
56,171
+377
| +0.7% | +$43.5K | 1.65% | 16 |
|
|
2023
Q1 | $6.56M | Sell |
55,794
-685
| -1% | -$80.6K | 1.75% | 16 |
|
|
2022
Q4 | $6.49M | Buy |
56,479
+1,426
| +3% | +$164K | 1.84% | 15 |
|
|
2022
Q3 | $6.29M | Sell |
55,053
-1,907
| -3% | -$218K | 1.89% | 14 |
|
|
2022
Q2 | $6.8M | Buy |
+56,960
| New | +$6.8M | 1.93% | 15 |
|