Client 1st Advisory Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Client 1st Advisory Group’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
2022 Q2	–	Sell	-2,062	Closed	-$222K	–	76
2022 Q1	$222K	Sell	2,062 -66	-3%	-$7.33K	0.11%	76
2021 Q4	$245K	Sell	2,128 -253	-11%	-$29.1K	0.12%	69
2021 Q3	$274K	Sell	2,381 -1,134	-32%	-$133K	0.14%	60
2021 Q2	$406K	Sell	3,515 -2,829	-45%	-$324K	0.21%	44
2021 Q1	$716K	Sell	6,344 -1,691	-21%	-$197K	0.41%	33
2020 Q4	$952K	Sell	8,035 -134	-2%	-$16.1K	0.62%	20
2020 Q3	$976K	Buy	+8,169	New	+$997K	0.68%	21

Other funds holding IEF

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

WCM

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

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

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

Client 1st Advisory Group's IEF Position: Q2 2022 in Review

Client 1st Advisory Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2022, closing a stake of 2,062 shares — an estimated $222K sold.

Client 1st Advisory Group first reported a position in IEF in Q3 2020 and held it in 7 quarters. The position peaked at $976K in Q3 2020. 699 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

Client 1st Advisory Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Client 1st Advisory Group sold 2,062 iShares 7-10 Year Treasury Bond ETF shares in Q2 2022, an estimated $222K.
Client 1st Advisory Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and held it in 7 quarters.
Client 1st Advisory Group's iShares 7-10 Year Treasury Bond ETF position peaked at $976K in Q3 2020.
699 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

Based on Client 1st Advisory Group's 13F filing for Q2 2022, filed 12 Aug 2022.