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

B. Riley 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	$528	Buy	5,162 +1,665	+48%	+$171K	﹤0.01%	403
2022 Q1	$376K	Sell	3,497 -1,206	-26%	-$134K	0.03%	393
2021 Q4	$541K	Buy	4,703 +770	+20%	+$88.5K	0.04%	330
2021 Q3	$453K	Buy	+3,933	New	+$460K	0.03%	361
2021 Q2	–	Sell	-1,826	Closed	-$206K	–	445
2021 Q1	$206K	Buy	+1,826	New	+$213K	0.02%	369
2020 Q3	–	Sell	-15,776	Closed	-$1.92M	–	461
2020 Q2	$1.92M	Buy	15,776 +12,607	+398%	+$1.53M	0.21%	105
2020 Q1	$385K	Sell	3,169 -953	-23%	-$110K	0.04%	313
2019 Q4	$454K	Sell	4,122 -13,970	-77%	-$1.56M	0.07%	221
2019 Q3	$2.04M	Buy	18,092 +360	+2%	+$40.2K	0.36%	68
2019 Q2	$1.95K	Sell	17,732 -2,746	-13%	-$294K	0.3%	68
2019 Q1	$2.18M	Buy	20,478 +17,933	+705%	+$1.88M	0.38%	64
2018 Q4	$265K	Buy	2,545 +45	+2%	+$4.56K	0.06%	265
2018 Q3	$253K	Buy	+2,500	New	+$255K	0.06%	244
2015 Q3	–	Sell	-66	Closed	-$6K	–	421
2015 Q2	$6K	Sell	66 -364	-85%	-$38.8K	﹤0.01%	829
2015 Q1	$46K	Buy	430 +37	+9%	+$3.99K	0.03%	423
2014 Q4	$41K	Hold	393	–	–	0.03%	424
2014 Q3	$40K	Hold	393	–	–	0.03%	456
2014 Q2	$40K	Hold	393	–	–	0.03%	508
2014 Q1	$40K	Buy	+393	New	+$39.9K	0.03%	485

Other funds holding IEF

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

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

B. Riley Wealth Management's IEF Position: Q2 2022 in Review

B. Riley Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 48% in Q2 2022, buying an estimated $171K and bringing the position to 5,162 shares worth $528. The position accounts for ﹤0.01% of the portfolio, ranked #403.

B. Riley Wealth Management first reported a position in IEF in Q1 2014 and has held it in 19 quarters since. The position peaked at $2.18M in Q1 2019. 700 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

B. Riley Wealth Management held 5,162 shares of iShares 7-10 Year Treasury Bond ETF worth $528 as of Q2 2022.
B. Riley Wealth Management bought 1,665 iShares 7-10 Year Treasury Bond ETF shares in Q2 2022, an estimated $171K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #403 holding.
B. Riley Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2014 and has held it in 19 quarters since.
B. Riley Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2.18M in Q1 2019.
700 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.