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CFS Investment Advisory Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

CFS Investment Advisory Services’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
2023
Q3 		– Sell
-5,340
Closed -$516K – 192
2023
Q2 		$516K Buy
+5,340
New +$525K 0.07% 160
2022
Q3 		– Sell
-5,156
Closed -$527K – 288
2022
Q2 		$527K Sell
5,156
-447,400
-99% -$45.9M 0.08% 162
2022
Q1 		$4K Buy
+452,556
New +$50.2M 0.02% 223
2021
Q4 		– Sell
-3,331
Closed -$384K – 217
2021
Q3 		$384K Buy
+3,331
New +$389K 0.05% 168
2020
Q4 		$930K Buy
+7,755
New +$933K 0.15% 124

Other funds holding IEF

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return