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Confluence Wealth Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Confluence Wealth 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
2022
Q1 		– Sell
-112
Closed -$12K – 658
2021
Q4 		$12K Buy
+112
New +$12.9K ﹤0.01% 859

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Bank of America
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Confluence Wealth Services's IEF Position: Q1 2022 in Review

Confluence Wealth Services sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2022, closing a stake of 112 shares — an estimated $12K sold.

Confluence Wealth Services first reported a position in IEF in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 684 funds tracked by Wall St. Rank hold IEF as of Q1 2022.

  • Confluence Wealth Services reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 112 iShares 7-10 Year Treasury Bond ETF shares in Q1 2022, an estimated $12K.
  • Confluence Wealth Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's iShares 7-10 Year Treasury Bond ETF position peaked at $12K in Q4 2021.
  • 684 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.