AWA
Acorn Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,749
| Closed | -$466K | – | 238 |
|
|
2024
Q3 | $466K | Buy |
4,749
+1,964
| +71% | +$193K | 0.2% | 100 |
|
|
2024
Q2 | $261K | Sell |
2,785
-278
| -9% | -$26K | 0.13% | 162 |
|
|
2024
Q1 | $290K | Buy |
3,063
+16
| +0.5% | +$1.52K | 0.15% | 142 |
|
|
2023
Q4 | $294K | Buy |
+3,047
| New | +$294K | 0.17% | 132 |
|
|
2018
Q2 | – | Sell |
-40
| Closed | -$4K | – | 650 |
|
|
2018
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 651 |
|
|
2017
Q4 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 624 |
|