William Howard & Co Financial Advisors Inc IEF holdings history
ISHARES 7-10 YEAR TREASURY B · CUSIP 464287440 · CIK 2023493
As of 2026-06-30, William Howard & Co Financial Advisors Inc reported 128.58K IEF (shares), valued at $12.16M, or 9.46% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares decreased 0.07%; reported value decreased 0.98%, and weight changed -1.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 9.46% | 128,576 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 10.61% | 128,668 | SEC filing ↗Filed Apr 30, 2026 |
| Q4 2025 | 10.51% | 129,665 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 10.88% | 132,528 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 11.53% | 137,992 | SEC filing ↗Filed Jul 11, 2025 |
| Q1 2025 | 12.35% | 138,203 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 11.59% | 138,502 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2024 | 13.46% | 160,781 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 15.06% | 174,106 | SEC filing ↗Filed Aug 7, 2024 |
| Q1 2024 | 15.69% | 176,781 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | 15.69% | 176,781 | $16.73M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 15.06% | 174,106 | $16.30M | Shares decreased 1.51%; reported value decreased 2.56%, and weight changed -0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2024 |
| Q3 2024 | 13.46% | 160,781 | $15.78M | Shares decreased 7.65%; reported value decreased 3.24%, and weight changed -1.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 11.59% | 138,502 | $12.80M | Shares decreased 13.86%; reported value decreased 18.83%, and weight changed -1.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 12.35% | 138,203 | $13.18M | Shares decreased 0.22%; reported value increased 2.93%, and weight changed +0.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 11.53% | 137,992 | $13.22M | Shares decreased 0.15%; reported value increased 0.27%, and weight changed -0.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2025 |
| Q3 2025 | 10.88% | 132,528 | $12.78M | Shares decreased 3.96%; reported value decreased 3.27%, and weight changed -0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 10.51% | 129,665 | $12.47M | Shares decreased 2.16%; reported value decreased 2.47%, and weight changed -0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 10.61% | 128,668 | $12.28M | Shares decreased 0.77%; reported value decreased 1.51%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 9.46% | 128,576 | $12.16M | Shares decreased 0.07%; reported value decreased 0.98%, and weight changed -1.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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