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

AXS Investments’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
2024 Q1	–	Sell	-5,575	Closed	-$537K	–	360
2023 Q4	$537K	Sell	5,575 -2,945	-35%	-$272K	0.13%	217
2023 Q3	$780K	Buy	8,520 +275	+3%	+$25.9K	0.2%	169
2023 Q2	$796K	Buy	8,245 +4,089	+98%	+$402K	0.21%	166
2023 Q1	$412K	Hold	4,156	–	–	0.14%	185
2022 Q4	$398K	Hold	4,156	–	–	0.14%	172
2022 Q3	$399K	Hold	4,156	–	–	0.16%	173
2022 Q2	$425K	Buy	+4,156	New	+$426K	0.15%	179

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AXS Investments's IEF Position: Q1 2024 in Review

AXS Investments sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2024, closing a stake of 5,575 shares — an estimated $537K sold.

AXS Investments first reported a position in IEF in Q2 2022 and held it in 7 quarters. The position peaked at $796K in Q2 2023. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

AXS Investments reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
AXS Investments sold 5,575 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $537K.
AXS Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and held it in 7 quarters.
AXS Investments's iShares 7-10 Year Treasury Bond ETF position peaked at $796K in Q2 2023.
900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on AXS Investments's 13F filing for Q1 2024, filed 13 May 2024.