Boenning & Scattergood’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Boenning & Scattergood’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	$278K	Buy	2,590 +123	+5%	+$11.8K	0.04%	331
2022 Q3	$237K	Sell	2,467 -70	-3%	-$7.1K	0.05%	325
2022 Q2	$260K	Sell	2,537 -53	-2%	-$5.44K	0.05%	318
2022 Q1	$278K	Buy	2,590 +244	+10%	+$27.1K	0.04%	331
2021 Q4	$270K	Hold	2,346	–	–	0.04%	330
2021 Q3	$270K	Buy	2,346 +87	+4%	+$10.2K	0.05%	318
2021 Q2	$261K	Buy	2,259 +229	+11%	+$26.2K	0.05%	323
2021 Q1	$229K	Hold	2,030	–	–	0.04%	328
2020 Q4	$243K	Sell	2,030 -67	-3%	-$8.06K	0.05%	300
2020 Q3	$255K	Sell	2,097 -407	-16%	-$49.6K	0.06%	276
2020 Q2	$305K	Buy	2,504 +54	+2%	+$6.56K	0.08%	241
2020 Q1	$298K	Sell	2,450 -18	-0.7%	-$2.07K	0.1%	201
2019 Q4	$272K	Buy	+2,468	New	+$275K	0.07%	253

Other funds holding IEF

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boenning & Scattergood's IEF Position: Q4 2022 in Review

Boenning & Scattergood increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5% in Q4 2022, buying an estimated $11.8K and bringing the position to 2,590 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #331.

Boenning & Scattergood first reported a position in IEF in Q4 2019 and has held it in 13 quarters since. The position peaked at $305K in Q2 2020. 727 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

Boenning & Scattergood held 2,590 shares of iShares 7-10 Year Treasury Bond ETF worth $278K as of Q4 2022.
Boenning & Scattergood bought 123 iShares 7-10 Year Treasury Bond ETF shares in Q4 2022, an estimated $11.8K.
iShares 7-10 Year Treasury Bond ETF made up 0.04% of Boenning & Scattergood's portfolio in Q4 2022, its #331 holding.
Boenning & Scattergood first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 13 quarters since.
Boenning & Scattergood's iShares 7-10 Year Treasury Bond ETF position peaked at $305K in Q2 2020.
727 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on Boenning & Scattergood's 13F filing for Q4 2022, filed 26 Jan 2023.