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

Gibson 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
-789
Closed -$85K – 125
2022
Q1 		$85K Buy
+789
New +$87.6K 0.09% 40

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $5.72T AUM 30.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Gibson Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2022, closing a stake of 789 shares — an estimated $85K sold.

Gibson Wealth Advisors first reported a position in IEF in Q1 2022 and held it in 1 quarter. The position peaked at $85K in Q1 2022. 700 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

  • Gibson Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Gibson Wealth Advisors sold 789 iShares 7-10 Year Treasury Bond ETF shares in Q2 2022, an estimated $85K.
  • Gibson Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and held it in 1 quarter.
  • Gibson Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $85K in Q1 2022.
  • 700 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

Based on Gibson Wealth Advisors's 13F filing for Q2 2022, filed 7 Sep 2022.