EE
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EWG Elevate’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

EWG Elevate’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
Q1 		– Sell
-1,133
Closed -$109K – 377
2022
Q4 		$109K Buy
+1,133
New +$109K 0.05% 112
2022
Q1 		– Sell
-2,677
Closed -$308K – 101
2021
Q4 		$308K Sell
2,677
-795
-23% -$91.4K 0.15% 66
2021
Q3 		$400K Hold
3,472
– – 0.17% 64
2021
Q2 		$400K Sell
3,472
-738
-18% -$84.5K 0.16% 61
2021
Q1 		$475K Hold
4,210
– – 0.21% 55
2020
Q4 		$505K Hold
4,210
– – 0.23% 57
2020
Q3 		$513K Sell
4,210
-908
-18% -$111K 0.3% 48
2020
Q2 		$624K Sell
5,118
-1,250
-20% -$152K 0.42% 37
2020
Q1 		$774K Sell
6,368
-1,552
-20% -$179K 0.59% 34
2019
Q4 		$873K Buy
+7,920
New +$883K 0.47% 42

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return