WR Wealth Planners’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 | $4.44K | Hold |
48
| – | – | ﹤0.01% | 724 |
|
|
2024
Q3 | $4.71K | Hold |
48
| – | – | ﹤0.01% | 755 |
|
|
2024
Q2 | $4.5K | Hold |
48
| – | – | ﹤0.01% | 740 |
|
|
2024
Q1 | $4.54K | Buy |
+48
| New | +$4.54K | ﹤0.01% | 738 |
|
|
2023
Q4 | – | Sell |
-431
| Closed | -$39.5K | – | 499 |
|
|
2023
Q3 | $39.5K | Sell |
431
-161
| -27% | -$14.7K | 0.02% | 349 |
|
|
2023
Q2 | $57.2K | Sell |
592
-38
| -6% | -$3.67K | 0.02% | 301 |
|
|
2023
Q1 | $62.4K | Hold |
630
| – | – | 0.03% | 291 |
|
|
2022
Q4 | $60.3K | Hold |
630
| – | – | 0.04% | 160 |
|
|
2022
Q3 | $60.5K | Hold |
630
| – | – | 0.04% | 154 |
|
|
2022
Q2 | $64.4K | Hold |
630
| – | – | 0.04% | 153 |
|
|
2022
Q1 | $67.7K | Buy |
+630
| New | +$67.7K | 0.04% | 154 |
|