WR Wealth Planners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$4.44K Hold
2024
Q3
$4.71K Hold
2024
Q2
$4.5K Hold
2024
Q1
$4.54K Buy
2023
Q4
Sell
2023
Q3
$39.5K Sell
2023
Q2
$57.2K Sell
2023
Q1
$62.4K Hold
2022
Q4
$60.3K Hold
2022
Q3
$60.5K Hold
2022
Q2
$64.4K Hold
2022
Q1
$67.7K Buy