Carroll Financial Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Carroll Financial 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
2021 Q4	$194K	Buy	1,688 +439	+35%	+$50.5K	0.01%	396
2021 Q3	$143K	Buy	1,249 +335	+37%	+$39.2K	0.01%	460
2021 Q2	$105K	Buy	914 +40	+5%	+$4.58K	0.01%	569
2021 Q1	$98K	Buy	874 +631	+260%	+$73.5K	0.01%	571
2020 Q4	$29K	Sell	243 -13,189	-98%	-$1.59M	﹤0.01%	831
2020 Q3	$1.64M	Buy	13,432 +12,041	+866%	+$1.47M	0.13%	105
2020 Q2	$169K	Sell	1,391 -34,855	-96%	-$4.24M	0.01%	363
2020 Q1	$4.4M	Buy	36,246 +21,024	+138%	+$2.42M	0.43%	37
2019 Q4	$1.68M	Buy	15,222 +13,958	+1,104%	+$1.56M	0.13%	102
2019 Q3	$142K	Buy	1,264 +1,214	+2,428%	+$135K	0.01%	432
2019 Q2	$5K	Buy	50 +14	+39%	+$1.5K	﹤0.01%	1195
2019 Q1	$3K	Hold	36	–	–	﹤0.01%	1201
2018 Q4	$3K	Buy	+36	New	+$3.65K	﹤0.01%	1127
2017 Q3	–	Sell	-114	Closed	-$12K	–	1217
2017 Q2	$12K	Hold	114	–	–	﹤0.01%	795
2017 Q1	$12K	Hold	114	–	–	﹤0.01%	785
2016 Q4	$11K	Buy	+114	New	+$12.2K	﹤0.01%	769

Other funds holding IEF

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

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

Carroll Financial Associates's IEF Position: Q4 2021 in Review

Carroll Financial Associates increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 35% in Q4 2021, buying an estimated $50.5K and bringing the position to 1,688 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #396.

Carroll Financial Associates first reported a position in IEF in Q4 2016 and has held it in 16 quarters since. The position peaked at $4.4M in Q1 2020. 688 funds tracked by Wall St. Rank hold IEF as of Q4 2021.

Carroll Financial Associates held 1,688 shares of iShares 7-10 Year Treasury Bond ETF worth $194K as of Q4 2021.
Carroll Financial Associates bought 439 iShares 7-10 Year Treasury Bond ETF shares in Q4 2021, an estimated $50.5K.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #396 holding.
Carroll Financial Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2016 and has held it in 16 quarters since.
Carroll Financial Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $4.4M in Q1 2020.
688 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.