BerganKDV Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

BerganKDV Wealth Management’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 Q2	$1.06K	Sell	11 -329	-97%	-$32.3K	﹤0.01%	751
2023 Q1	$33.7K	Buy	340 +303	+819%	+$29.6K	﹤0.01%	441
2022 Q4	$3.54K	Hold	37	–	–	﹤0.01%	722
2022 Q3	$4K	Buy	37 +4	+12%	+$406	﹤0.01%	713
2022 Q2	$3K	Hold	33	–	–	﹤0.01%	773
2022 Q1	$4K	Hold	33	–	–	﹤0.01%	757
2021 Q4	$4K	Hold	33	–	–	﹤0.01%	815
2021 Q3	$4K	Hold	33	–	–	﹤0.01%	778
2021 Q2	$4K	Hold	33	–	–	﹤0.01%	730
2021 Q1	$4K	Sell	33 -95	-74%	-$11.1K	﹤0.01%	694
2020 Q4	$15K	Sell	128 -7	-5%	-$842	﹤0.01%	516
2020 Q3	$16K	Sell	135 -16	-11%	-$1.95K	﹤0.01%	451
2020 Q2	$18K	Sell	151 -74	-33%	-$8.99K	﹤0.01%	465
2020 Q1	$27K	Sell	225 -186	-45%	-$21.4K	0.01%	389
2019 Q4	$45K	Buy	411 +27	+7%	+$3.01K	0.01%	357
2019 Q3	$43K	Sell	384 -7	-2%	-$781	0.01%	347
2019 Q2	$43K	Buy	391 +5	+1%	+$536	0.01%	344
2019 Q1	$41K	Sell	386 -3	-0.8%	-$314	0.01%	364
2018 Q4	$41K	Buy	389 +19	+5%	+$1.92K	0.01%	322
2018 Q3	$37K	Sell	370 -5	-1%	-$510	0.01%	350
2018 Q2	$38K	Buy	+375	New	+$38.2K	0.01%	352
2017 Q2	–	Sell	-2,280	Closed	-$241K	–	175
2017 Q1	$241K	Buy	+2,280	New	+$239K	0.07%	150

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

BerganKDV Wealth Management's IEF Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 97% in Q2 2023, selling an estimated $32.3K and leaving 11 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

BerganKDV Wealth Management first reported a position in IEF in Q1 2017 and has held it in 22 quarters since. The position peaked at $241K in Q1 2017. 800 funds tracked by Wall St. Rank hold IEF as of Q2 2023.

BerganKDV Wealth Management held 11 shares of iShares 7-10 Year Treasury Bond ETF worth $1.06K as of Q2 2023.
BerganKDV Wealth Management sold 329 iShares 7-10 Year Treasury Bond ETF shares in Q2 2023, an estimated $32.3K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #751 holding.
BerganKDV Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2017 and has held it in 22 quarters since.
BerganKDV Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $241K in Q1 2017.
800 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.