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Bivin & Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bivin & Associates’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
-783
Closed -$84K – 344
2022
Q1 		$84K Sell
783
-71
-8% -$7.88K 0.08% 63
2021
Q4 		$98K Buy
+854
New +$98.2K 0.09% 71

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bivin & Associates's IEF Position: Q2 2022 in Review

Bivin & Associates sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2022, closing a stake of 783 shares — an estimated $84K sold.

Bivin & Associates first reported a position in IEF in Q4 2021 and held it in 2 quarters. The position peaked at $98K in Q4 2021. 700 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

  • Bivin & Associates reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Bivin & Associates sold 783 iShares 7-10 Year Treasury Bond ETF shares in Q2 2022, an estimated $84K.
  • Bivin & Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 2 quarters.
  • Bivin & Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $98K in Q4 2021.
  • 700 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.