GW Henssler & Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

GW Henssler & Associates’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	-1,936	Closed	-$208K	–	240
2022 Q1	$208K	Sell	1,936 -893	-32%	-$99.1K	0.01%	215
2021 Q4	$325K	Buy	+2,829	New	+$325K	0.02%	197
2021 Q3	–	Sell	-2,677	Closed	-$309K	–	161
2021 Q2	$309K	Buy	2,677 +54	+2%	+$6.18K	0.02%	195
2021 Q1	$296K	Sell	2,623 -88	-3%	-$10.3K	0.02%	184
2020 Q4	$325K	Buy	2,711 +56	+2%	+$6.74K	0.02%	161
2020 Q3	$323K	Sell	2,655 -97	-4%	-$11.8K	0.03%	147
2020 Q2	$335K	Buy	2,752 +33	+1%	+$4.01K	0.03%	127
2020 Q1	$330K	Buy	+2,719	New	+$313K	0.03%	134

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 22.9% 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

GW Henssler & Associates's IEF Position: Q2 2022 in Review

GW Henssler & Associates sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2022, closing a stake of 1,936 shares — an estimated $208K sold.

GW Henssler & Associates first reported a position in IEF in Q1 2020 and held it in 8 quarters. The position peaked at $335K in Q2 2020. 699 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

GW Henssler & Associates reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
GW Henssler & Associates sold 1,936 iShares 7-10 Year Treasury Bond ETF shares in Q2 2022, an estimated $208K.
GW Henssler & Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and held it in 8 quarters.
GW Henssler & Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $335K in Q2 2020.
699 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

Based on GW Henssler & Associates's 13F filing for Q2 2022, filed 4 Aug 2022.