Barber Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Barber Financial Group’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
2023 Q1	$415K	Sell	4,186 -14,771	-78%	-$1.44M	0.07%	86
2022 Q4	$1.82M	Sell	18,957 -3,771	-17%	-$362K	0.5%	28
2022 Q3	$2.18M	Sell	22,728 -6,104	-21%	-$619K	0.63%	22
2022 Q2	$2.95M	Sell	28,832 -95,142	-77%	-$9.76M	0.48%	22
2022 Q1	$13.3M	Buy	123,974 +81,266	+190%	+$9.02M	1.77%	12
2021 Q4	$4.91M	Buy	42,708 +37,673	+748%	+$4.33M	0.59%	34
2021 Q3	$580K	Buy	5,035 +2,096	+71%	+$245K	0.08%	83
2021 Q2	$339K	Sell	2,939 -394,738	-99%	-$45.2M	0.05%	111
2021 Q1	$44.9M	Sell	397,677 -9,113	-2%	-$1.06M	6.56%	7
2020 Q4	$48.8M	Buy	406,790 +164,719	+68%	+$19.8M	8.91%	1
2020 Q3	$29.5M	Buy	242,071 +56,358	+30%	+$6.88M	6.46%	4
2020 Q2	$22.6M	Buy	185,713 +138,653	+295%	+$16.8M	5.42%	4
2020 Q1	$5.72M	Buy	+47,060	New	+$5.42M	1.81%	14

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

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

Barber Financial Group's IEF Position: Q1 2023 in Review

Barber Financial Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 78% in Q1 2023, selling an estimated $1.44M and leaving 4,186 shares worth $415K. The position accounts for 0.07% of the portfolio, ranked #86.

Barber Financial Group first reported a position in IEF in Q1 2020 and has held it in 13 quarters since. The position peaked at $48.8M in Q4 2020. 781 funds tracked by Wall St. Rank hold IEF as of Q1 2023.

Barber Financial Group held 4,186 shares of iShares 7-10 Year Treasury Bond ETF worth $415K as of Q1 2023.
Barber Financial Group sold 14,771 iShares 7-10 Year Treasury Bond ETF shares in Q1 2023, an estimated $1.44M.
iShares 7-10 Year Treasury Bond ETF made up 0.07% of Barber Financial Group's portfolio in Q1 2023, its #86 holding.
Barber Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 13 quarters since.
Barber Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $48.8M in Q4 2020.
781 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.