Centennial Wealth Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-22,062
Closed -$2.19M 133
2023
Q1
$2.19M Buy
+22,062
New +$2.16M 1.16% 25

Other funds holding IEF

Centennial Wealth Advisory's IEF Position: Q2 2023 in Review

Centennial Wealth Advisory sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2023, closing a stake of 22,062 shares — an estimated $2.19M sold.

Centennial Wealth Advisory first reported a position in IEF in Q1 2023 and held it in 1 quarter. The position peaked at $2.19M in Q1 2023. 801 funds tracked by Wall St. Rank hold IEF as of Q2 2023.

  • Centennial Wealth Advisory reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Centennial Wealth Advisory sold 22,062 iShares 7-10 Year Treasury Bond ETF shares in Q2 2023, an estimated $2.19M.
  • Centennial Wealth Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
  • Centennial Wealth Advisory's iShares 7-10 Year Treasury Bond ETF position peaked at $2.19M in Q1 2023.
  • 801 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2023.

Based on Centennial Wealth Advisory's 13F filing for Q2 2023, filed 17 Jul 2023.