Calamos Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Calamos 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 Q2	–	Sell	-13,620	Closed	-$1.46M	–	331
2022 Q1	$1.46M	Buy	+13,620	New	+$1.51M	0.11%	131
2018 Q4	–	Sell	-2,112	Closed	-$214K	–	236
2018 Q3	$214K	Hold	2,112	–	–	0.03%	197
2018 Q2	$217K	Sell	2,112 -441	-17%	-$44.9K	0.03%	190
2018 Q1	$264K	Buy	2,553 +265	+12%	+$27.3K	0.03%	185
2017 Q4	$242K	Buy	+2,288	New	+$243K	0.03%	188
2017 Q1	–	Sell	-2,917	Closed	-$306K	–	244
2016 Q4	$306K	Sell	2,917 -2,104	-42%	-$226K	0.05%	188
2016 Q3	$562K	Buy	5,021 +1,070	+27%	+$120K	0.1%	168
2016 Q2	$446K	Buy	3,951 +154	+4%	+$17K	0.08%	172
2016 Q1	$419K	Buy	3,797 +57	+2%	+$6.22K	0.08%	194
2015 Q4	$395K	Hold	3,740	–	–	0.08%	207
2015 Q3	$403K	Buy	+3,740	New	+$397K	0.1%	193

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 22.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Calamos Wealth Management's IEF Position: Q2 2022 in Review

Calamos Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2022, closing a stake of 13,620 shares — an estimated $1.46M sold.

Calamos Wealth Management first reported a position in IEF in Q3 2015 and held it in 11 quarters. The position peaked at $1.46M in Q1 2022. 699 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

Calamos Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Calamos Wealth Management sold 13,620 iShares 7-10 Year Treasury Bond ETF shares in Q2 2022, an estimated $1.46M.
Calamos Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2015 and held it in 11 quarters.
Calamos Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.46M in Q1 2022.
699 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

Based on Calamos Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.