Blue Zone Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Blue Zone Wealth 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
2021 Q4	–	Sell	-13,574	Closed	-$1.56M	–	104
2021 Q3	$1.56M	Sell	13,574 -22,423	-62%	-$2.62M	0.54%	61
2021 Q2	$4.16M	Sell	35,997 -15,449	-30%	-$1.77M	1.56%	18
2021 Q1	$5.81M	Sell	51,446 -13,494	-21%	-$1.57M	2.47%	4
2020 Q4	$7.79M	Sell	64,940 -26,608	-29%	-$3.2M	3.76%	4
2020 Q3	$11.2M	Sell	91,548 -11,851	-11%	-$1.45M	6.29%	4
2020 Q2	$12.6M	Sell	103,399 -2,713	-3%	-$330K	7.03%	5
2020 Q1	$12.9M	Buy	106,112 +2,132	+2%	+$245K	12.09%	1
2019 Q4	$11.5M	Buy	+103,980	New	+$11.6M	7.39%	4

Other funds holding IEF

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Blue Zone Wealth Advisors's IEF Position: Q4 2021 in Review

Blue Zone Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2021, closing a stake of 13,574 shares — an estimated $1.56M sold.

Blue Zone Wealth Advisors first reported a position in IEF in Q4 2019 and held it in 8 quarters. The position peaked at $12.9M in Q1 2020. 688 funds tracked by Wall St. Rank hold IEF as of Q4 2021.

Blue Zone Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Blue Zone Wealth Advisors sold 13,574 iShares 7-10 Year Treasury Bond ETF shares in Q4 2021, an estimated $1.56M.
Blue Zone Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and held it in 8 quarters.
Blue Zone Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $12.9M in Q1 2020.
688 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2021.

Based on Blue Zone Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.