Clarus Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Clarus Wealth Advisors’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 Q2	–	Sell	-9,921	Closed	-$997K	–	134
2023 Q1	$997K	Buy	+9,921	New	+$970K	0.63%	38
2020 Q2	–	Sell	-9,696	Closed	-$1.18M	–	140
2020 Q1	$1.18M	Buy	+9,696	New	+$1.12M	1.18%	17
2019 Q3	–	Sell	-1,112	Closed	-$122K	–	332
2019 Q2	$122K	Sell	1,112 -6	-0.5%	-$643	0.09%	167
2019 Q1	$119K	Buy	+1,118	New	+$117K	0.09%	164

Other funds holding IEF

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Clarus Wealth Advisors's IEF Position: Q2 2023 in Review

Clarus Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2023, closing a stake of 9,921 shares — an estimated $997K sold.

Clarus Wealth Advisors first reported a position in IEF in Q1 2019 and held it in 4 quarters. The position peaked at $1.18M in Q1 2020. 801 funds tracked by Wall St. Rank hold IEF as of Q2 2023.

Clarus Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Clarus Wealth Advisors sold 9,921 iShares 7-10 Year Treasury Bond ETF shares in Q2 2023, an estimated $997K.
Clarus Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and held it in 4 quarters.
Clarus Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.18M in Q1 2020.
801 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2023.

Based on Clarus Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.