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

Altium 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
2022 Q2	$416K	Sell	4,067 -252	-6%	-$25.9K	0.03%	265
2022 Q1	$464K	Buy	4,319 +41	+1%	+$4.55K	0.03%	266
2021 Q4	$492K	Sell	4,278 -46	-1%	-$5.29K	0.03%	256
2021 Q3	$498K	Buy	4,324 +243	+6%	+$28.4K	0.04%	229
2021 Q2	$471K	Sell	4,081 -208	-5%	-$23.8K	0.03%	244
2021 Q1	$484K	Buy	4,289 +481	+13%	+$56K	0.04%	227
2020 Q4	$457K	Sell	3,808 -24	-0.6%	-$2.89K	0.04%	214
2020 Q3	$467K	Buy	3,832 +439	+13%	+$53.6K	0.05%	182
2020 Q2	$414K	Buy	+3,393	New	+$412K	0.05%	214

Other funds holding IEF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

WCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Altium Wealth Management's IEF Position: Q2 2022 in Review

Altium Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.8% in Q2 2022, selling an estimated $25.9K and leaving 4,067 shares worth $416K. The position accounts for 0.03% of the portfolio, ranked #265.

Altium Wealth Management first reported a position in IEF in Q2 2020 and has held it in 9 quarters since. The position peaked at $498K in Q3 2021. 700 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

Altium Wealth Management held 4,067 shares of iShares 7-10 Year Treasury Bond ETF worth $416K as of Q2 2022.
Altium Wealth Management sold 252 iShares 7-10 Year Treasury Bond ETF shares in Q2 2022, an estimated $25.9K.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Altium Wealth Management's portfolio in Q2 2022, its #265 holding.
Altium Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and has held it in 9 quarters since.
Altium Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $498K in Q3 2021.
700 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.