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

Aspire 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 		– Sell
-497
Closed -$53K – 179
2022
Q1 		$53K Sell
497
-1
-0.2% -$111 0.04% 115
2021
Q4 		$57K Buy
+498
New +$57.2K 0.05% 116

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Aspire Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2022, closing a stake of 497 shares — an estimated $53K sold.

Aspire Wealth Management first reported a position in IEF in Q4 2021 and held it in 2 quarters. The position peaked at $57K in Q4 2021. 699 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

  • Aspire Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Aspire Wealth Management sold 497 iShares 7-10 Year Treasury Bond ETF shares in Q2 2022, an estimated $53K.
  • Aspire Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 2 quarters.
  • Aspire Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $57K in Q4 2021.
  • 699 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

Based on Aspire Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.