FFG
IEF icon

Ford Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Ford Financial Group’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
Q1 		– Sell
-1,125
Closed -$129 – 288
2021
Q4 		$129 Buy
+1,125
New +$129K 0.03% 141
2021
Q3 		– Sell
-1,599
Closed -$184K – 298
2021
Q2 		$184K Buy
+1,599
New +$183K 0.07% 104
2021
Q1 		– Sell
-1,807
Closed -$216K – 102
2020
Q4 		$216K Sell
1,807
-27,528
-94% -$3.31M 0.1% 91
2020
Q3 		$3.57M Sell
29,335
-613
-2% -$74.8K 1.94% 13
2020
Q2 		$3.65M Sell
29,948
-5
-0% -$608 2.03% 12
2020
Q1 		$3.64M Buy
+29,953
New +$3.45M 2.43% 9

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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