GWA
Genesis 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 | $231K | Hold |
2,413
| – | – | 0.17% | 55 |
|
|
2025
Q1 | $230K | Hold |
2,413
| – | – | 0.19% | 51 |
|
|
2024
Q4 | $223K | Buy |
+2,413
| New | +$223K | 0.19% | 54 |
|
|
2015
Q2 | $210K | Sell |
2,003
-7,538
| -79% | -$792K | 0.17% | 66 |
|
|
2015
Q1 | $1.04M | Sell |
9,541
-18,511
| -66% | -$2.01M | 0.86% | 23 |
|
|
2014
Q4 | $3.03M | Buy |
+28,052
| New | +$3.03M | 2.4% | 10 |
|