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

Artemis Wealth 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
2021 Q4	–	Sell	-985	Closed	-$113K	–	81
2021 Q3	$113K	Hold	985	–	–	0.02%	36
2021 Q2	$114K	Buy	+985	New	+$113K	0.02%	32
2017 Q2	–	Sell	-185,580	Closed	-$19.6M	–	32
2017 Q1	$19.6M	Buy	185,580 +9,000	+5%	+$945K	15.96%	2
2016 Q4	$18.5M	Buy	+176,580	New	+$19M	17.46%	2

Other funds holding IEF

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Artemis Wealth Advisors's IEF Position: Q4 2021 in Review

Artemis Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2021, closing a stake of 985 shares — an estimated $113K sold.

Artemis Wealth Advisors first reported a position in IEF in Q4 2016 and held it in 4 quarters. The position peaked at $19.6M in Q1 2017. 688 funds tracked by Wall St. Rank hold IEF as of Q4 2021.

Artemis Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Artemis Wealth Advisors sold 985 iShares 7-10 Year Treasury Bond ETF shares in Q4 2021, an estimated $113K.
Artemis Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2016 and held it in 4 quarters.
Artemis Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $19.6M in Q1 2017.
688 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2021.

Based on Artemis Wealth Advisors's 13F filing for Q4 2021, filed 17 Feb 2023.