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American Portfolios Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

American Portfolios 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
Q3 		$980K Buy
10,207
+39
+0.4% +$3.96K 0.04% 444
2022
Q2 		$1.04M Sell
10,168
-1,182
-10% -$121K 0.04% 423
2022
Q1 		$1.22M Sell
11,350
-37,583
-77% -$4.17M 0.04% 421
2021
Q4 		$5.63M Buy
48,933
+29,801
+156% +$3.43M 0.19% 104
2021
Q3 		$2.2M Sell
19,132
-65,486
-77% -$7.66M 0.08% 250
2021
Q2 		$9.77M Buy
84,618
+59,304
+234% +$6.79M 0.38% 44
2021
Q1 		$2.86M Buy
25,314
+747
+3% +$87K 0.12% 157
2020
Q4 		$2.95M Sell
24,567
-39,197
-61% -$4.72M 0.15% 132
2020
Q3 		$7.77M Buy
63,764
+36,978
+138% +$4.51M 0.45% 39
2020
Q2 		$3.26M Buy
26,786
+19,549
+270% +$2.38M 0.21% 96
2020
Q1 		$879K Sell
7,237
-68,444
-90% -$7.88M 0.07% 252
2019
Q4 		$8.34M Sell
75,681
-79,729
-51% -$8.89M 0.59% 25
2019
Q3 		$17.5M Buy
155,410
+124,210
+398% +$13.9M 1.43% 8
2019
Q2 		$3.43M Buy
31,200
+18,733
+150% +$2.01M 0.29% 78
2019
Q1 		$1.33M Buy
12,467
+12,136
+3,666% +$1.27M 0.13% 168
2018
Q4 		$34.5K Sell
331
-85
-20% -$8.61K ﹤0.01% 1166
2018
Q3 		$42.1K Buy
416
+113
+37% +$11.5K ﹤0.01% 1188
2018
Q2 		$31.1K Sell
303
-85
-22% -$8.66K ﹤0.01% 1269
2018
Q1 		$40K Sell
388
-26
-6% -$2.68K 0.01% 1122
2017
Q4 		$43.7K Buy
+414
New +$43.9K 0.01% 1054

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

American Portfolios Advisors's IEF Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.38% in Q3 2022, buying an estimated $3.96K and bringing the position to 10,207 shares worth $980K. The position accounts for 0.04% of the portfolio, ranked #444.

American Portfolios Advisors first reported a position in IEF in Q4 2017 and has held it in 20 quarters since. The position peaked at $17.5M in Q3 2019. 714 funds tracked by Wall St. Rank hold IEF as of Q3 2022.

  • American Portfolios Advisors held 10,207 shares of iShares 7-10 Year Treasury Bond ETF worth $980K as of Q3 2022.
  • American Portfolios Advisors bought 39 iShares 7-10 Year Treasury Bond ETF shares in Q3 2022, an estimated $3.96K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.04% of American Portfolios Advisors's portfolio in Q3 2022, its #444 holding.
  • American Portfolios Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $17.5M in Q3 2019.
  • 714 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.