YWM
Yoder Wealth 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
Q2 | $345K | Hold |
3,615
| – | – | 0.18% | 77 |
|
|
2025
Q1 | $343K | Hold |
3,615
| – | – | 0.19% | 73 |
|
|
2024
Q4 | $334K | Sell |
3,615
-900
| -20% | -$83.2K | 0.18% | 76 |
|
|
2024
Q3 | $440K | Sell |
4,515
-400
| -8% | -$39K | 0.26% | 64 |
|
|
2024
Q2 | $460K | Hold |
4,915
| – | – | 0.3% | 60 |
|
|
2024
Q1 | $465K | Sell |
4,915
-860
| -15% | -$81.4K | 0.3% | 60 |
|
|
2023
Q4 | $557K | Sell |
5,775
-1,428
| -20% | -$138K | 0.39% | 49 |
|
|
2023
Q3 | $661K | Sell |
7,203
-177
| -2% | -$16.2K | 0.55% | 44 |
|
|
2023
Q2 | $713K | Sell |
7,380
-5,500
| -43% | -$531K | 0.56% | 39 |
|
|
2023
Q1 | $1.28M | Buy |
+12,880
| New | +$1.28M | 1.06% | 30 |
|