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

Financial Synergies 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
Q2 		– Sell
-469
Closed -$46.5K – 514
2023
Q1 		$46.5K Buy
+469
New +$45.8K 0.01% 113

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Synergies Wealth Advisors's IEF Position: Q2 2023 in Review

Financial Synergies Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2023, closing a stake of 469 shares — an estimated $46.5K sold.

Financial Synergies Wealth Advisors first reported a position in IEF in Q1 2023 and held it in 1 quarter. The position peaked at $46.5K in Q1 2023. 801 funds tracked by Wall St. Rank hold IEF as of Q2 2023.

  • Financial Synergies Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 469 iShares 7-10 Year Treasury Bond ETF shares in Q2 2023, an estimated $46.5K.
  • Financial Synergies Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $46.5K in Q1 2023.
  • 801 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2023, filed 4 Apr 2024.