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

FOCUS 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
2022 Q2	–	Sell	-17,561	Closed	-$1.89M	–	48
2022 Q1	$1.89M	Sell	17,561 -222	-1%	-$24.6K	1.12%	22
2021 Q4	$2.04M	Buy	17,783 +592	+3%	+$68.1K	1.22%	20
2021 Q3	$1.98M	Buy	17,191 +421	+3%	+$49.2K	1.34%	20
2021 Q2	$1.94M	Buy	16,770 +264	+2%	+$30.2K	1.35%	19
2021 Q1	$1.87M	Sell	16,506 -145	-0.9%	-$16.9K	1.38%	18
2020 Q4	$2M	Buy	+16,651	New	+$2M	1.54%	18

Other funds holding IEF

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

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

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

FOCUS Wealth Advisors's IEF Position: Q2 2022 in Review

FOCUS Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2022, closing a stake of 17,561 shares — an estimated $1.89M sold.

FOCUS Wealth Advisors first reported a position in IEF in Q4 2020 and held it in 6 quarters. The position peaked at $2.04M in Q4 2021. 699 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

FOCUS Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
FOCUS Wealth Advisors sold 17,561 iShares 7-10 Year Treasury Bond ETF shares in Q2 2022, an estimated $1.89M.
FOCUS Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 6 quarters.
FOCUS Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $2.04M in Q4 2021.
699 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2022, filed 11 Jul 2022.