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

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

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

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

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

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

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

EWG Elevate's IEF Position: Q1 2023 in Review

EWG Elevate sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2023, closing a stake of 1,133 shares — an estimated $109K sold.

EWG Elevate first reported a position in IEF in Q4 2019 and held it in 10 quarters. The position peaked at $873K in Q4 2019. 781 funds tracked by Wall St. Rank hold IEF as of Q1 2023.

EWG Elevate reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 1,133 iShares 7-10 Year Treasury Bond ETF shares in Q1 2023, an estimated $109K.
EWG Elevate first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and held it in 10 quarters.
EWG Elevate's iShares 7-10 Year Treasury Bond ETF position peaked at $873K in Q4 2019.
781 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.