Bradley & Co Private Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bradley & Co Private 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
2022 Q4	–	Sell	-643	Closed	-$62K	–	178
2022 Q3	$62K	Hold	643	–	–	0.07%	59
2022 Q2	$66K	Hold	643	–	–	0.07%	75
2022 Q1	$69K	Hold	643	–	–	0.06%	76
2021 Q4	$74K	Hold	643	–	–	0.06%	77
2021 Q3	$74K	Hold	643	–	–	0.06%	76
2021 Q2	$74K	Hold	643	–	–	0.06%	82
2021 Q1	$73K	Buy	+643	New	+$74.9K	0.07%	82

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Bradley & Co Private Wealth Management's IEF Position: Q4 2022 in Review

Bradley & Co Private Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2022, closing a stake of 643 shares — an estimated $62K sold.

Bradley & Co Private Wealth Management first reported a position in IEF in Q1 2021 and held it in 7 quarters. The position peaked at $74K in Q4 2021. 726 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

Bradley & Co Private Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 643 iShares 7-10 Year Treasury Bond ETF shares in Q4 2022, an estimated $62K.
Bradley & Co Private Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and held it in 7 quarters.
Bradley & Co Private Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $74K in Q4 2021.
726 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on Bradley & Co Private Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.