Bedel Financial Consulting’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bedel Financial Consulting’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	–	Sell	-12	Closed	-$1K	–	498
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	922
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	950
2021 Q3	$1K	Buy	+12	New	+$1.4K	﹤0.01%	937
2021 Q1	–	Sell	-1	Closed	–	–	944
2020 Q4	$0	Hold	1	–	–	﹤0.01%	849
2020 Q3	$0	Buy	+1	New	+$122	﹤0.01%	834
2018 Q3	–	Sell	-51	Closed	-$5K	–	698
2018 Q2	$5K	Buy	+51	New	+$5.2K	﹤0.01%	546

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

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

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 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

Bedel Financial Consulting's IEF Position: Q2 2022 in Review

Bedel Financial Consulting sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2022, closing a stake of 12 shares — an estimated $1K sold.

Bedel Financial Consulting first reported a position in IEF in Q2 2018 and held it in 6 quarters. The position peaked at $5K in Q2 2018. 699 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

Bedel Financial Consulting reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 12 iShares 7-10 Year Treasury Bond ETF shares in Q2 2022, an estimated $1K.
Bedel Financial Consulting first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2018 and held it in 6 quarters.
Bedel Financial Consulting's iShares 7-10 Year Treasury Bond ETF position peaked at $5K in Q2 2018.
699 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.