FMWA
Forvis Mazars 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
Q2 | – | Sell |
-4,335
| Closed | -$410K | – | 407 |
|
|
2024
Q1 | $410K | Sell |
4,335
-83,578
| -95% | -$7.91M | 0.01% | 312 |
|
|
2023
Q4 | $8.47M | Sell |
87,913
-7,930
| -8% | -$764K | 0.24% | 63 |
|
|
2023
Q3 | $8.78M | Buy |
95,843
+5,180
| +6% | +$474K | 0.26% | 62 |
|
|
2023
Q2 | $8.76M | Sell |
90,663
-1,860
| -2% | -$180K | 0.26% | 67 |
|
|
2023
Q1 | $9.17M | Sell |
92,523
-45,015
| -33% | -$4.46M | 0.3% | 57 |
|
|
2022
Q4 | $13.2M | Sell |
137,538
-7,078
| -5% | -$678K | 0.46% | 41 |
|
|
2022
Q3 | $13.9M | Buy |
+144,616
| New | +$13.9M | 0.56% | 34 |
|