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

Global Wealth Management Investment Advisory’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 Q3	–	Sell	-33	Closed	-$3K	–	288
2022 Q2	$3K	Sell	33 -81	-71%	-$8.31K	﹤0.01%	381
2022 Q1	$12K	Buy	+114	New	+$12.7K	﹤0.01%	303
2021 Q2	–	Sell	-11	Closed	-$1K	–	465
2021 Q1	$1K	Hold	11	–	–	﹤0.01%	438
2020 Q4	$1K	Hold	11	–	–	﹤0.01%	429
2020 Q3	$1K	Hold	11	–	–	﹤0.01%	414
2020 Q2	$1K	Hold	11	–	–	﹤0.01%	559
2020 Q1	$1K	Sell	11 -22	-67%	-$2.53K	﹤0.01%	547
2019 Q4	$4K	Buy	33 +22	+200%	+$2.45K	﹤0.01%	454
2019 Q3	$1K	Hold	11	–	–	﹤0.01%	578
2019 Q2	$1K	Sell	11 -50	-82%	-$5.36K	﹤0.01%	638
2019 Q1	$7K	Buy	+61	New	+$6.38K	﹤0.01%	422

Other funds holding IEF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Global Wealth Management Investment Advisory's IEF Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2022, closing a stake of 33 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in IEF in Q1 2019 and held it in 11 quarters. The position peaked at $12K in Q1 2022. 714 funds tracked by Wall St. Rank hold IEF as of Q3 2022.

Global Wealth Management Investment Advisory reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 33 iShares 7-10 Year Treasury Bond ETF shares in Q3 2022, an estimated $3K.
Global Wealth Management Investment Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and held it in 11 quarters.
Global Wealth Management Investment Advisory's iShares 7-10 Year Treasury Bond ETF position peaked at $12K in Q1 2022.
714 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.