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FLC Capital Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

FLC Capital 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
2022
Q3 		– Sell
-2,040
Closed -$209K – 159
2022
Q2 		$209K Hold
2,040
– – 0.07% 149
2022
Q1 		$219K Sell
2,040
-3,382
-62% -$375K 0.06% 156
2021
Q4 		$624K Buy
5,422
+2,668
+97% +$307K 0.17% 101
2021
Q3 		$317K Sell
2,754
-112
-4% -$13.1K 0.09% 137
2021
Q2 		$331K Sell
2,866
-10,254
-78% -$1.17M 0.1% 134
2021
Q1 		$1.48M Sell
13,120
-6,393
-33% -$745K 0.46% 58
2020
Q4 		$2.34M Buy
19,513
+105
+0.5% +$12.6K 0.78% 35
2020
Q3 		$2.34M Buy
19,408
+7,257
+60% +$885K 0.86% 31
2020
Q2 		$1.48M Buy
12,151
+9,986
+461% +$1.21M 0.59% 43
2020
Q1 		$264K Sell
2,165
-112
-5% -$12.9K 0.12% 88
2019
Q4 		$251K Buy
2,277
+88
+4% +$9.81K 0.1% 102
2019
Q3 		$246K Sell
2,189
-20
-0.9% -$2.23K 0.1% 102
2019
Q2 		$242K Buy
2,209
+20
+0.9% +$2.14K 0.1% 104
2019
Q1 		$234K Hold
2,189
– – 0.11% 99
2018
Q4 		$228K Buy
+2,189
New +$222K 0.15% 77

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

FLC Capital Advisors's IEF Position: Q3 2022 in Review

FLC Capital Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2022, closing a stake of 2,040 shares — an estimated $209K sold.

FLC Capital Advisors first reported a position in IEF in Q4 2018 and held it in 15 quarters. The position peaked at $2.34M in Q3 2020. 713 funds tracked by Wall St. Rank hold IEF as of Q3 2022.

  • FLC Capital Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • FLC Capital Advisors sold 2,040 iShares 7-10 Year Treasury Bond ETF shares in Q3 2022, an estimated $209K.
  • FLC Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and held it in 15 quarters.
  • FLC Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $2.34M in Q3 2020.
  • 713 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2022.

Based on FLC Capital Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.