AWA

AmeriServ 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
2025 Q2	$22.7M	Buy	236,506 +12,990	+6%	+$1.24M	11.2%	2
2025 Q1	$21.3M	Sell	223,516 -8,121	-4%	-$775K	12.33%	2
2024 Q4	$21.4M	Buy	+231,637	New	+$21.4M	11.56%	2
2023 Q3	$335K	Buy	+3,662	New	+$335K	0.62%	31