Baltimore-Washington Financial Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Baltimore-Washington Financial Advisors’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 Q4	–	Sell	-247	Closed	-$237K	–	140
2022 Q3	$237K	Buy	+247	New	+$25.1K	0.02%	141
2022 Q2	–	Sell	-26	Closed	-$247K	–	137
2022 Q1	$247K	Buy	+26	New	+$2.88K	0.02%	134
2014 Q4	–	Sell	-69	Closed	-$7K	–	285
2014 Q3	$7K	Hold	69	–	–	﹤0.01%	234
2014 Q2	$7K	Hold	69	–	–	﹤0.01%	247
2014 Q1	$7K	Hold	69	–	–	﹤0.01%	210
2013 Q4	$7K	Buy	+69	New	+$7K	﹤0.01%	245

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 22.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Baltimore-Washington Financial Advisors's IEF Position: Q4 2022 in Review

Baltimore-Washington Financial Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2022, closing a stake of 247 shares — an estimated $237K sold.

Baltimore-Washington Financial Advisors first reported a position in IEF in Q4 2013 and held it in 6 quarters. The position peaked at $247K in Q1 2022. 726 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

Baltimore-Washington Financial Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 247 iShares 7-10 Year Treasury Bond ETF shares in Q4 2022, an estimated $237K.
Baltimore-Washington Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2013 and held it in 6 quarters.
Baltimore-Washington Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $247K in Q1 2022.
726 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.