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

Clearview 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 Q3	–	Sell	-23,629	Closed	-$2.28M	–	349
2023 Q2	$2.28M	Buy	+23,629	New	+$2.32M	2.32%	8
2022 Q4	–	Sell	-58	Closed	-$6K	–	636
2022 Q3	$6K	Sell	58 -64	-52%	-$6.49K	﹤0.01%	390
2022 Q2	$12K	Buy	122 +1	+0.8%	+$103	0.01%	336
2022 Q1	$13K	Hold	121	–	–	0.01%	347
2021 Q4	$14K	Hold	121	–	–	0.01%	369
2021 Q3	$14K	Buy	121 +1	+0.8%	+$117	0.01%	376
2021 Q2	$14K	Sell	120 -680	-85%	-$77.8K	0.01%	376
2021 Q1	$90K	Buy	800 +41	+5%	+$4.78K	0.06%	166
2020 Q4	$91K	Buy	+759	New	+$91.3K	0.06%	145

Other funds holding IEF

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Clearview Wealth Advisors's IEF Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2023, closing a stake of 23,629 shares — an estimated $2.28M sold.

Clearview Wealth Advisors first reported a position in IEF in Q4 2020 and held it in 9 quarters. The position peaked at $2.28M in Q2 2023. 791 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 23,629 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $2.28M.
Clearview Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 9 quarters.
Clearview Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $2.28M in Q2 2023.
791 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.