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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$723K Buy
7,534
+7,516
+41,756% +$763K 0.17% 140
2022
Q2
$2K Buy
+18
New +$1.85K ﹤0.01% 818
2017
Q3
Sell
-2,270
Closed -$243K 306
2017
Q2
$243K Buy
+2,270
New +$242K 0.04% 266

Other funds holding IEF

ACG Wealth's IEF Position: Q3 2022 in Review

ACG Wealth increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 41,756% in Q3 2022, buying an estimated $763K and bringing the position to 7,534 shares worth $723K. The position accounts for 0.17% of the portfolio, ranked #140.

ACG Wealth first reported a position in IEF in Q2 2017 and has held it in 3 quarters since. 714 funds tracked by Wall St. Rank hold IEF as of Q3 2022.

  • ACG Wealth held 7,534 shares of iShares 7-10 Year Treasury Bond ETF worth $723K as of Q3 2022.
  • ACG Wealth bought 7,516 iShares 7-10 Year Treasury Bond ETF shares in Q3 2022, an estimated $763K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.17% of ACG Wealth's portfolio in Q3 2022, its #140 holding.
  • ACG Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and has held it in 3 quarters since.
  • 714 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.