AlphaStar Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

AlphaStar Capital 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
2022 Q3	–	Sell	-2,467	Closed	-$252K	–	332
2022 Q2	$252K	Sell	2,467 -1,282	-34%	-$132K	0.02%	293
2022 Q1	$403K	Sell	3,749 -173	-4%	-$19.2K	0.03%	271
2021 Q4	$441K	Sell	3,922 -225	-5%	-$25.9K	0.04%	270
2021 Q3	$471K	Buy	+4,147	New	+$485K	0.03%	268

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 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

AlphaStar Capital Management's IEF Position: Q3 2022 in Review

AlphaStar Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2022, closing a stake of 2,467 shares — an estimated $252K sold.

AlphaStar Capital Management first reported a position in IEF in Q3 2021 and held it in 4 quarters. The position peaked at $471K in Q3 2021. 713 funds tracked by Wall St. Rank hold IEF as of Q3 2022.

AlphaStar Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
AlphaStar Capital Management sold 2,467 iShares 7-10 Year Treasury Bond ETF shares in Q3 2022, an estimated $252K.
AlphaStar Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2021 and held it in 4 quarters.
AlphaStar Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $471K in Q3 2021.
713 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2022.

Based on AlphaStar Capital Management's 13F filing for Q3 2022, filed 21 Oct 2022.