WAM
Worth Asset Management’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
Q1 | – | Sell |
-21,942
| Closed | -$2.03M | – | 153 |
|
|
2024
Q4 | $2.03M | Sell |
21,942
-97,971
| -82% | -$9.06M | 1.08% | 24 |
|
|
2024
Q3 | $11.8M | Buy |
+119,913
| New | +$11.8M | 6.4% | 2 |
|
|
2023
Q3 | – | Sell |
-11,497
| Closed | -$1.11M | – | 236 |
|
|
2023
Q2 | $1.11M | Buy |
11,497
+10,512
| +1,067% | +$1.02M | 0.85% | 26 |
|
|
2023
Q1 | $97.6K | Buy |
+985
| New | +$97.6K | 0.07% | 133 |
|
|
2022
Q4 | – | Sell |
-1,606
| Closed | -$154K | – | 494 |
|
|
2022
Q3 | $154K | Buy |
+1,606
| New | +$154K | 0.11% | 68 |
|