AWAU
Alliance Wealth Advisors (Utah)’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 | $5.17M | Buy |
53,952
+2,837
| +6% | +$272K | 1.24% | 13 |
|
|
2025
Q1 | $4.87M | Buy |
51,115
+5,614
| +12% | +$535K | 1.27% | 10 |
|
|
2024
Q4 | $4.21M | Buy |
45,501
+4,280
| +10% | +$396K | 1.09% | 20 |
|
|
2024
Q3 | $4.04M | Buy |
41,221
+4,683
| +13% | +$459K | 1.06% | 25 |
|
|
2024
Q2 | $3.42M | Buy |
36,538
+4,251
| +13% | +$398K | 1% | 30 |
|
|
2024
Q1 | $3.06M | Buy |
32,287
+4,323
| +15% | +$409K | 0.91% | 34 |
|
|
2023
Q4 | $2.7M | Buy |
27,964
+2,587
| +10% | +$249K | 0.91% | 32 |
|
|
2023
Q3 | $2.32M | Buy |
25,377
+3,240
| +15% | +$297K | 0.86% | 35 |
|
|
2023
Q2 | $2.14M | Buy |
22,137
+1,182
| +6% | +$114K | 0.79% | 38 |
|
|
2023
Q1 | $2.08M | Buy |
20,955
+2,905
| +16% | +$288K | 0.84% | 37 |
|
|
2022
Q4 | $1.73M | Buy |
+18,050
| New | +$1.73M | 0.78% | 43 |
|