AWA
AmeriServ Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4M | Buy |
188,066
+24,182
| +15% | +$2.88M | 11.07% | 3 |
|
|
2025
Q1 | $19.4M | Sell |
163,884
-5,693
| -3% | -$673K | 11.19% | 3 |
|
|
2024
Q4 | $19.6M | Buy |
+169,577
| New | +$19.6M | 10.57% | 3 |
|
|
2023
Q3 | $859K | Buy |
7,595
+3,986
| +110% | +$451K | 1.59% | 13 |
|
|
2023
Q2 | $416K | Buy |
+3,609
| New | +$416K | 0.79% | 25 |
|