AWM
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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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return