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

Beaumont 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
-4,385
Closed -$421K – 334
2022
Q3 		$421K Buy
4,385
+1,020
+30% +$103K 0.04% 189
2022
Q2 		$344K Sell
3,365
-1,367
-29% -$140K 0.03% 217
2022
Q1 		$509K Sell
4,732
-26,842
-85% -$2.98M 0.04% 205
2021
Q4 		$3.63M Sell
31,574
-12,303
-28% -$1.41M 0.26% 62
2021
Q3 		$5.06M Buy
43,877
+3,114
+8% +$364K 0.39% 55
2021
Q2 		$4.71M Buy
40,763
+311
+0.8% +$35.6K 0.36% 57
2021
Q1 		$4.57M Sell
40,452
-16,867
-29% -$1.97M 0.39% 66
2020
Q4 		$6.88M Buy
57,319
+1,677
+3% +$202K 0.61% 57
2020
Q3 		$6.78M Sell
55,642
-9,043
-14% -$1.1M 0.65% 51
2020
Q2 		$7.88M Buy
64,685
+14,474
+29% +$1.76M 0.82% 43
2020
Q1 		$6.1M Buy
50,211
+29,804
+146% +$3.43M 0.77% 39
2019
Q4 		$2.25M Sell
20,407
-9,409
-32% -$1.05M 0.22% 82
2019
Q3 		$3.35M Sell
29,816
-959
-3% -$107K 0.33% 70
2019
Q2 		$3.39M Sell
30,775
-2,120
-6% -$227K 0.35% 67
2019
Q1 		$3.51M Buy
32,895
+14,937
+83% +$1.56M 0.38% 62
2018
Q4 		$1.87M Buy
+17,958
New +$1.82M 0.31% 55
2017
Q4 		– Sell
-6,949
Closed -$740K – 194
2017
Q3 		$740K Sell
6,949
-413
-6% -$44.3K 0.09% 100
2017
Q2 		$785K Buy
+7,362
New +$786K 0.1% 99
2015
Q1 		– Sell
-216,096
Closed -$22.9M – 150
2014
Q4 		$22.9M Buy
216,096
+206,441
+2,138% +$21.8M 1.1% 37
2014
Q3 		$1M Buy
+9,655
New +$1M 0.07% 101
2014
Q2 		– Sell
-110,560
Closed -$11.2M – 162
2014
Q1 		$11.2M Buy
110,560
+68,998
+166% +$7.01M 0.92% 33
2013
Q4 		$4.13M Buy
+41,562
New +$4.22M 0.34% 68

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Beaumont Financial Advisors's IEF Position: Q4 2022 in Review

Beaumont Financial Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2022, closing a stake of 4,385 shares — an estimated $421K sold.

Beaumont Financial Advisors first reported a position in IEF in Q4 2013 and held it in 22 quarters. The position peaked at $22.9M in Q4 2014. 726 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

  • Beaumont Financial Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Beaumont Financial Advisors sold 4,385 iShares 7-10 Year Treasury Bond ETF shares in Q4 2022, an estimated $421K.
  • Beaumont Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2013 and held it in 22 quarters.
  • Beaumont Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $22.9M in Q4 2014.
  • 726 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on Beaumont Financial Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.