Halbert Hargrove Global Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Halbert Hargrove Global 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 Q1	–	Sell	-71,051	Closed	-$8.17M	–	172
2021 Q4	$8.17M	Sell	71,051 -254,359	-78%	-$29.2M	0.52%	18
2021 Q3	$37.5M	Buy	325,410 +23,926	+8%	+$2.8M	2.61%	11
2021 Q2	$34.8M	Buy	301,484 +13,122	+5%	+$1.5M	2.29%	11
2021 Q1	$32.6M	Buy	288,362 +19,616	+7%	+$2.29M	2.34%	11
2020 Q4	$32.2M	Buy	268,746 +45,665	+20%	+$5.49M	2.44%	11
2020 Q3	$27.2M	Buy	223,081 +8,302	+4%	+$1.01M	2.61%	10
2020 Q2	$26.2M	Buy	+214,779	New	+$26.1M	3.85%	7

Other funds holding IEF

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

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

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

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

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Halbert Hargrove Global Advisors's IEF Position: Q1 2022 in Review

Halbert Hargrove Global Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2022, closing a stake of 71,051 shares — an estimated $8.17M sold.

Halbert Hargrove Global Advisors first reported a position in IEF in Q2 2020 and held it in 7 quarters. The position peaked at $37.5M in Q3 2021. 686 funds tracked by Wall St. Rank hold IEF as of Q1 2022.

Halbert Hargrove Global Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 71,051 iShares 7-10 Year Treasury Bond ETF shares in Q1 2022, an estimated $8.17M.
Halbert Hargrove Global Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and held it in 7 quarters.
Halbert Hargrove Global Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $37.5M in Q3 2021.
686 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2022.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2022, filed 13 May 2022.