Affinity Capital Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Affinity Capital Advisors’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
2022 Q2	–	Sell	-2,035	Closed	-$219K	–	114
2022 Q1	$219K	Sell	2,035 -96	-5%	-$10.7K	0.07%	107
2021 Q4	$245K	Sell	2,131 -405	-16%	-$46.6K	0.07%	109
2021 Q3	$292K	Hold	2,536	–	–	0.1%	94
2021 Q2	$293K	Sell	2,536 -179	-7%	-$20.5K	0.1%	94
2021 Q1	$307K	Sell	2,715 -908	-25%	-$106K	0.11%	88
2020 Q4	$435K	Sell	3,623 -2,863	-44%	-$344K	0.18%	68
2020 Q3	$790K	Sell	6,486 -880	-12%	-$107K	0.45%	40
2020 Q2	$898K	Hold	7,366	–	–	0.59%	33
2020 Q1	$897K	Sell	7,366 -90	-1%	-$10.4K	0.66%	32
2019 Q4	$822K	Buy	+7,456	New	+$831K	0.54%	33

Other funds holding IEF

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

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

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

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

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

Affinity Capital Advisors's IEF Position: Q2 2022 in Review

Affinity Capital Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2022, closing a stake of 2,035 shares — an estimated $219K sold.

Affinity Capital Advisors first reported a position in IEF in Q4 2019 and held it in 10 quarters. The position peaked at $898K in Q2 2020. 699 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

Affinity Capital Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Affinity Capital Advisors sold 2,035 iShares 7-10 Year Treasury Bond ETF shares in Q2 2022, an estimated $219K.
Affinity Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and held it in 10 quarters.
Affinity Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $898K in Q2 2020.
699 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

Based on Affinity Capital Advisors's 13F filing for Q2 2022, filed 11 Jul 2022.