APWA
Atlas Private 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 | $15M | Sell |
156,462
-18,553
| -11% | -$1.78M | 1.93% | 19 |
|
|
2025
Q1 | $16.7M | Sell |
175,015
-222,618
| -56% | -$21.2M | 2.33% | 14 |
|
|
2024
Q4 | $36.8M | Buy |
397,633
+6,819
| +2% | +$630K | 5.21% | 5 |
|
|
2024
Q3 | $38.3M | Buy |
390,814
+14,264
| +4% | +$1.4M | 5.56% | 5 |
|
|
2024
Q2 | $35.3M | Buy |
376,550
+200,991
| +114% | +$18.8M | 5.73% | 6 |
|
|
2024
Q1 | $16.6M | Buy |
+175,559
| New | +$16.6M | 5.55% | 6 |
|
|
2023
Q4 | – | Sell |
-59,413
| Closed | -$5.44M | – | 175 |
|
|
2023
Q3 | $5.44M | Buy |
59,413
+31,634
| +114% | +$2.9M | 1.03% | 16 |
|
|
2023
Q2 | $2.68M | Buy |
27,779
+13,890
| +100% | +$1.34M | 0.54% | 31 |
|
|
2023
Q1 | $1.38M | Hold |
13,889
| – | – | 0.64% | 29 |
|
|
2022
Q4 | $1.33M | Sell |
13,889
-105
| -0.8% | -$10.1K | 0.71% | 28 |
|
|
2022
Q3 | $1.34M | Buy |
13,994
+2,975
| +27% | +$286K | 0.81% | 28 |
|
|
2022
Q2 | $1.13M | Buy |
11,019
+2,089
| +23% | +$214K | 0.68% | 34 |
|
|
2022
Q1 | $960K | Buy |
+8,930
| New | +$960K | 0.43% | 46 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 773 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 844 |
|