WPA
West Paces 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 | $25.5M | Buy |
265,757
+6,136
| +2% | +$588K | 5.42% | 6 |
|
|
2025
Q1 | $24.8M | Buy |
259,621
+1,018
| +0.4% | +$97.1K | 5.64% | 5 |
|
|
2024
Q4 | $23.9M | Buy |
258,603
+16,852
| +7% | +$1.56M | 5.84% | 6 |
|
|
2024
Q3 | $23.7M | Buy |
241,751
+18,120
| +8% | +$1.78M | 5.81% | 6 |
|
|
2024
Q2 | $20.9M | Buy |
223,631
+6,503
| +3% | +$609K | 5.46% | 6 |
|
|
2024
Q1 | $20.6M | Buy |
217,128
+4,986
| +2% | +$472K | 5.42% | 6 |
|
|
2023
Q4 | $20.4M | Sell |
212,142
-22,290
| -10% | -$2.15M | 5.75% | 6 |
|
|
2023
Q3 | $21.5M | Buy |
234,432
+11,636
| +5% | +$1.07M | 6.73% | 4 |
|
|
2023
Q2 | $21.5M | Buy |
222,796
+22,354
| +11% | +$2.16M | 6.34% | 5 |
|
|
2023
Q1 | $19.9M | Buy |
200,442
+34,859
| +21% | +$3.46M | 6.17% | 5 |
|
|
2022
Q4 | $15.9M | Buy |
165,583
+17,484
| +12% | +$1.67M | 5.05% | 6 |
|
|
2022
Q3 | $14.2M | Buy |
148,099
+22,601
| +18% | +$2.17M | 5.05% | 5 |
|
|
2022
Q2 | $12.8M | Buy |
125,498
+7,916
| +7% | +$810K | 4.37% | 7 |
|
|
2022
Q1 | $12.6M | Buy |
117,582
+26,722
| +29% | +$2.87M | 3.94% | 7 |
|
|
2021
Q4 | $10.4M | Buy |
90,860
+3,245
| +4% | +$373K | 3.26% | 7 |
|
|
2021
Q3 | $10.1M | Buy |
87,615
+1,566
| +2% | +$180K | 3.54% | 6 |
|
|
2021
Q2 | $9.94M | Sell |
86,049
-758
| -0.9% | -$87.5K | 3.65% | 6 |
|
|
2021
Q1 | $9.8M | Sell |
86,807
-1,982
| -2% | -$224K | 3.94% | 6 |
|
|
2020
Q4 | $10.7M | Sell |
88,789
-1,806
| -2% | -$217K | 4.74% | 5 |
|
|
2020
Q3 | $11M | Buy |
90,595
+3,327
| +4% | +$405K | 5.64% | 5 |
|
|
2020
Q2 | $10.6M | Sell |
87,268
-1,824
| -2% | -$222K | 5.75% | 5 |
|
|
2020
Q1 | $10.8M | Sell |
89,092
-2,605
| -3% | -$316K | 6.87% | 3 |
|
|
2019
Q4 | $10.1M | Buy |
91,697
+6,171
| +7% | +$680K | 5.5% | 5 |
|
|
2019
Q3 | $9.62M | Sell |
85,526
-2,874
| -3% | -$323K | 5.75% | 5 |
|
|
2019
Q2 | $9.73M | Buy |
88,400
+1,467
| +2% | +$161K | 6.07% | 5 |
|
|
2019
Q1 | $9.27M | Buy |
86,933
+3,204
| +4% | +$342K | 6.49% | 4 |
|
|
2018
Q4 | $8.72M | Buy |
83,729
+214
| +0.3% | +$22.3K | 6.73% | 2 |
|
|
2018
Q3 | $8.45M | Buy |
83,515
+8,056
| +11% | +$815K | 6.08% | 3 |
|
|
2018
Q2 | $7.74M | Buy |
75,459
+58,695
| +350% | +$6.02M | 5.78% | 3 |
|
|
2018
Q1 | $1.73M | Buy |
16,764
+2,947
| +21% | +$304K | 1.29% | 14 |
|
|
2017
Q4 | $1.46M | Buy |
13,817
+459
| +3% | +$48.5K | 1.08% | 17 |
|
|
2017
Q3 | $1.42M | Hold |
13,358
| – | – | 1.07% | 15 |
|
|
2017
Q2 | $1.42M | Buy |
13,358
+112
| +0.8% | +$11.9K | 1.13% | 14 |
|
|
2017
Q1 | $1.4M | Buy |
13,246
+1,033
| +8% | +$109K | 1.12% | 14 |
|
|
2016
Q4 | $1.28M | Buy |
+12,213
| New | +$1.28M | 1.19% | 15 |
|