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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 – 138
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

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return