Ownership history in WEST PACES ADVISORS INC. · 10 quarters on record
This page tracks every 13F SEC filing in which WEST PACES ADVISORS INC. reported a position in ISHARES 7-10 YEAR TREASURY BOND ETF (IEF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 292,462 | +5,645 | +2.0% | 5.44% | $28.1M | $95.57 |
| 2025 Q3 | ADDED | 286,817 | +21,060 | +7.9% | 5.51% | $27.7M | $94.69 |
| 2025 Q2 | ADDED | 265,757 | +6,136 | +2.4% | 5.42% | $25.5M | $93.10 |
| 2025 Q1 | ADDED | 259,621 | +1,018 | +0.4% | 5.64% | $24.8M | $91.82 |
| 2024 Q4 | ADDED | 258,603 | +16,852 | +7.0% | 5.84% | $23.9M | $88.46 |
| 2024 Q3 | ADDED | 241,751 | +18,120 | +8.1% | 5.81% | $23.7M | $92.74 |
| 2024 Q2 | ADDED | 223,631 | +6,503 | +3.0% | 5.46% | $20.9M | $87.72 |
| 2024 Q1 | ADDED | 217,128 | +4,986 | +2.4% | 5.42% | $20.6M | $87.88 |
| 2023 Q4 | ADDED | 212,142 | +199,929 | +1637.0% | 5.75% | $20.4M | $89.03 |
| 2023 Q3 | INITIATED | 12,213 | — | — | 1.19% | $1.3M | — |
As of 2025 Q4 — sorted by position size