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

Axa’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	-3,337	Closed	-$359K	–	1158
2022 Q1	$359K	Sell	3,337 -6,057	-64%	-$672K	﹤0.01%	1085
2021 Q4	$1.08M	Buy	9,394 +3,011	+47%	+$346K	﹤0.01%	940
2021 Q3	$735K	Buy	+6,383	New	+$746K	﹤0.01%	1011
2019 Q1	–	Sell	-5,280	Closed	-$550K	–	1343
2018 Q4	$550K	Hold	5,280	–	–	﹤0.01%	1069
2018 Q3	$534K	Buy	+5,280	New	+$539K	﹤0.01%	1135
2015 Q4	–	Sell	-3,520,837	Closed	-$380M	–	1439
2015 Q3	$380M	Buy	+3,520,837	New	+$374M	1.56%	6

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

Axa's IEF Position: Q2 2022 in Review

Axa sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2022, closing a stake of 3,337 shares — an estimated $359K sold.

Axa first reported a position in IEF in Q3 2015 and held it in 6 quarters. The position peaked at $380M in Q3 2015. 699 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

Axa reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Axa sold 3,337 iShares 7-10 Year Treasury Bond ETF shares in Q2 2022, an estimated $359K.
Axa first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2015 and held it in 6 quarters.
Axa's iShares 7-10 Year Treasury Bond ETF position peaked at $380M in Q3 2015.
699 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

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