Accel Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Accel Wealth Management’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-222	Closed	-$22K	–	493
2023 Q1	$22K	Sell	222 -37	-14%	-$3.62K	0.01%	679
2022 Q4	$24.8K	Hold	259	–	–	0.01%	502
2022 Q3	$25K	Hold	259	–	–	0.01%	498
2022 Q2	$27K	Hold	259	–	–	0.02%	469
2022 Q1	$28K	Hold	259	–	–	0.01%	484
2021 Q4	$30K	Hold	259	–	–	0.01%	480
2021 Q3	$30K	Hold	259	–	–	0.02%	418
2021 Q2	$30K	Sell	259 -4	-2%	-$458	0.02%	440
2021 Q1	$30K	Sell	263 -641	-71%	-$74.7K	0.02%	415
2020 Q4	$108K	Buy	+904	New	+$109K	0.1%	194

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Accel Wealth Management's IEF Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2023, closing a stake of 222 shares — an estimated $22K sold.

Accel Wealth Management first reported a position in IEF in Q4 2020 and held it in 10 quarters. The position peaked at $108K in Q4 2020. 800 funds tracked by Wall St. Rank hold IEF as of Q2 2023.

Accel Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 222 iShares 7-10 Year Treasury Bond ETF shares in Q2 2023, an estimated $22K.
Accel Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $108K in Q4 2020.
800 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.