OFS
OneAscent Financial Services’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
Q1 | – | Sell |
-4,905
| Closed | -$453K | – | 505 |
|
|
2024
Q4 | $453K | Buy |
+4,905
| New | +$453K | 0.04% | 279 |
|
|
2024
Q1 | – | Sell |
-2,149
| Closed | -$207K | – | 395 |
|
|
2023
Q4 | $207K | Sell |
2,149
-7,986
| -79% | -$769K | 0.03% | 343 |
|
|
2023
Q3 | $928K | Buy |
+10,135
| New | +$928K | 0.24% | 74 |
|