Atom Investors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Atom Investors’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	-26,424	Closed	-$2.84M	–	286
2022 Q1	$2.84M	Sell	26,424 -7,230	-21%	-$802K	1.33%	14
2021 Q4	$3.87M	Buy	33,654 +6,010	+22%	+$691K	0.65%	20
2021 Q3	$3.19M	Buy	+27,644	New	+$3.23M	0.26%	45
2019 Q1	–	Sell	-97,275	Closed	-$10.1M	–	609
2018 Q4	$10.1M	Buy	+97,275	New	+$9.85M	1%	17

Other funds holding IEF

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

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

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

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

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

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

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

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

Atom Investors's IEF Position: Q2 2022 in Review

Atom Investors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2022, closing a stake of 26,424 shares — an estimated $2.84M sold.

Atom Investors first reported a position in IEF in Q4 2018 and held it in 4 quarters. The position peaked at $10.1M in Q4 2018. 699 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

Atom Investors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Atom Investors sold 26,424 iShares 7-10 Year Treasury Bond ETF shares in Q2 2022, an estimated $2.84M.
Atom Investors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and held it in 4 quarters.
Atom Investors's iShares 7-10 Year Treasury Bond ETF position peaked at $10.1M in Q4 2018.
699 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

Based on Atom Investors's 13F filing for Q2 2022, filed 15 Aug 2022.