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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 -$129K – 288
2021
Q4 		$129K 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 $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Ford Financial Group's IEF Position: Q1 2022 in Review

Ford Financial Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2022, closing a stake of 1,125 shares — an estimated $129K sold.

Ford Financial Group first reported a position in IEF in Q1 2020 and held it in 6 quarters. The position peaked at $3.65M in Q2 2020. 684 funds tracked by Wall St. Rank hold IEF as of Q1 2022.

  • Ford Financial Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 1,125 iShares 7-10 Year Treasury Bond ETF shares in Q1 2022, an estimated $129K.
  • Ford Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and held it in 6 quarters.
  • Ford Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $3.65M in Q2 2020.
  • 684 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.