Frontier Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Frontier Wealth Management’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	$67.6M	Buy	+661,050	New	+$67.8M	4.91%	1
2021 Q3	–	Sell	-2,041	Closed	-$236K	–	432
2021 Q2	$236K	Hold	2,041	–	–	0.02%	378
2021 Q1	$231K	Buy	2,041 +68	+3%	+$7.92K	0.02%	347
2020 Q4	$237K	Buy	1,973 +39	+2%	+$4.69K	0.02%	331
2020 Q3	$236K	Buy	+1,934	New	+$236K	0.02%	317
2017 Q2	–	Sell	-5,484	Closed	-$579K	–	397
2017 Q1	$579K	Sell	5,484 -6,578	-55%	-$691K	0.09%	204
2016 Q4	$1.26M	Sell	12,062 -721	-6%	-$77.5K	0.21%	124
2016 Q3	$1.43M	Sell	12,783 -1,109	-8%	-$124K	0.22%	112
2016 Q2	$1.57M	Buy	13,892 +1,841	+15%	+$204K	0.25%	99
2016 Q1	$1.33M	Sell	12,051 -8,326	-41%	-$908K	0.11%	111
2015 Q4	$2.15M	Buy	20,377 +2,346	+13%	+$250K	0.35%	79
2015 Q3	$1.95M	Sell	18,031 -11,332	-39%	-$1.2M	0.31%	85
2015 Q2	$3.08M	Buy	29,363 +14,373	+96%	+$1.53M	0.47%	47
2015 Q1	$1.63M	Sell	14,990 -18,714	-56%	-$2.02M	0.26%	74
2014 Q4	$3.57M	Buy	+33,704	New	+$3.55M	0.67%	28

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

Frontier Wealth Management's IEF Position: Q2 2022 in Review

Frontier Wealth Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2022: 661,050 shares worth $67.6M. The stake represents 4.91% of the portfolio and ranks #1 among its holdings. This is a return to the name: Frontier Wealth Management previously reported a position in IEF as recently as Q2 2021.

Frontier Wealth Management first reported a position in IEF in Q4 2014 and has held it in 15 quarters since. 699 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

Frontier Wealth Management held 661,050 shares of iShares 7-10 Year Treasury Bond ETF worth $67.6M as of Q2 2022.
iShares 7-10 Year Treasury Bond ETF was a new Frontier Wealth Management position in Q2 2022.
iShares 7-10 Year Treasury Bond ETF made up 4.91% of Frontier Wealth Management's portfolio in Q2 2022, its #1 holding.
Frontier Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and has held it in 15 quarters since.
699 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.