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

Argent 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
2023 Q2	–	Sell	-2,067	Closed	-$205K	–	135
2023 Q1	$205K	Sell	2,067 -1,593	-44%	-$156K	0.1%	125
2022 Q4	$351K	Sell	3,660 -771	-17%	-$74K	0.18%	102
2022 Q3	$425K	Sell	4,431 -2,701	-38%	-$274K	0.25%	87
2022 Q2	$730K	Sell	7,132 -798	-10%	-$81.9K	0.41%	67
2022 Q1	$852K	Buy	7,930 +118	+2%	+$13.1K	0.46%	65
2021 Q4	$898K	Sell	7,812 -471	-6%	-$54.1K	0.48%	60
2021 Q3	$954K	Buy	8,283 +1,552	+23%	+$181K	0.55%	58
2021 Q2	$777K	Buy	6,731 +944	+16%	+$108K	0.47%	65
2021 Q1	$654K	Hold	5,787	–	–	0.42%	68
2020 Q4	$694K	Sell	5,787 -835	-13%	-$100K	0.42%	64
2020 Q3	$807K	Buy	+6,622	New	+$808K	0.55%	55

Other funds holding IEF

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Argent Advisors's IEF Position: Q2 2023 in Review

Argent Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2023, closing a stake of 2,067 shares — an estimated $205K sold.

Argent Advisors first reported a position in IEF in Q3 2020 and held it in 11 quarters. The position peaked at $954K in Q3 2021. 800 funds tracked by Wall St. Rank hold IEF as of Q2 2023.

Argent Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Argent Advisors sold 2,067 iShares 7-10 Year Treasury Bond ETF shares in Q2 2023, an estimated $205K.
Argent Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and held it in 11 quarters.
Argent Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $954K in Q3 2021.
800 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2023.

Based on Argent Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.