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

Braun-Bostich & 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
Q3 		– Sell
-2,589
Closed -$265K – 60
2022
Q2 		$265K Sell
2,589
-15,403
-86% -$1.58M 0.69% 52
2022
Q1 		$1.93M Buy
+17,992
New +$2M 4.16% 3
2021
Q4 		– Sell
-25,297
Closed -$2.92M – 124
2021
Q3 		$2.92M Sell
25,297
-35,332
-58% -$4.13M 5.49% 1
2021
Q2 		$7M Buy
60,629
+1,193
+2% +$137K 12.76% 1
2021
Q1 		$6.71M Buy
59,436
+8,667
+17% +$1.01M 12.9% 1
2020
Q4 		$6.09M Buy
+50,769
New +$6.11M 12.24% 1
2020
Q3 		– Sell
-298
Closed -$36K – 283
2020
Q2 		$36K Hold
298
– – 0.04% 142
2020
Q1 		$36K Hold
298
– – 0.05% 145
2019
Q4 		$33K Buy
+298
New +$33.2K 0.03% 157
2019
Q3 		– Sell
-298
Closed -$33K – 183
2019
Q2 		$33K Sell
298
-290
-49% -$31.1K 0.03% 205
2019
Q1 		$63K Sell
588
-405
-41% -$42.4K 0.07% 188
2018
Q4 		$103K Sell
993
-189
-16% -$19.1K 0.11% 138
2018
Q3 		$120K Sell
1,182
-14,925
-93% -$1.52M 0.12% 128
2018
Q2 		$1.65M Sell
16,107
-4,092
-20% -$417K 1.65% 12
2018
Q1 		$2.08M Sell
20,199
-713
-3% -$73.4K 1.81% 12
2017
Q4 		$2.21M Buy
+20,912
New +$2.22M 1.87% 12

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Braun-Bostich & Associates's IEF Position: Q3 2022 in Review

Braun-Bostich & Associates sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2022, closing a stake of 2,589 shares — an estimated $265K sold.

Braun-Bostich & Associates first reported a position in IEF in Q4 2017 and held it in 16 quarters. The position peaked at $7M in Q2 2021. 713 funds tracked by Wall St. Rank hold IEF as of Q3 2022.

  • Braun-Bostich & Associates reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Braun-Bostich & Associates sold 2,589 iShares 7-10 Year Treasury Bond ETF shares in Q3 2022, an estimated $265K.
  • Braun-Bostich & Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and held it in 16 quarters.
  • Braun-Bostich & Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $7M in Q2 2021.
  • 713 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2022.

Based on Braun-Bostich & Associates's 13F filing for Q3 2022, filed 14 Nov 2022.