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

Harvest Group 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
Q3 		– Sell
-1
Closed – – 184
2022
Q2 		$0 Buy
+1
New +$103 ﹤0.01% 199
2021
Q1 		– Sell
-1
Closed – – 343
2020
Q4 		$0 Sell
1
-134
-99% -$16.1K ﹤0.01% 738
2020
Q3 		$16K Buy
135
+1
+0.7% +$122 0.01% 185
2020
Q2 		$16K Sell
134
-73
-35% -$8.87K 0.01% 173
2020
Q1 		$25K Buy
207
+1
+0.5% +$115 0.03% 118
2019
Q4 		$22K Buy
206
+1
+0.5% +$111 0.02% 146
2019
Q3 		$23K Sell
205
-516
-72% -$57.6K 0.03% 145
2019
Q2 		$79K Sell
721
-144
-17% -$15.4K 0.1% 54
2019
Q1 		$92K Sell
865
-1,546
-64% -$162K 0.08% 62
2018
Q4 		$251K Buy
2,411
+84
+4% +$8.51K 0.32% 28
2018
Q3 		$235K Sell
2,327
-121,534
-98% -$12.4M 0.16% 29
2018
Q2 		$12.7M Sell
123,861
-9,574
-7% -$975K 8.77% 5
2018
Q1 		$13.8M Sell
133,435
-774
-0.6% -$79.7K 9.29% 5
2017
Q4 		$14.2M Buy
+134,209
New +$14.2M 8.63% 5

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Harvest Group Wealth Management's IEF Position: Q3 2022 in Review

Harvest Group Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2022, closing a stake of 1 share.

Harvest Group Wealth Management first reported a position in IEF in Q4 2017 and held it in 14 quarters. The position peaked at $14.2M in Q4 2017. 713 funds tracked by Wall St. Rank hold IEF as of Q3 2022.

  • Harvest Group Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Harvest Group Wealth Management sold 1 iShares 7-10 Year Treasury Bond ETF share in Q3 2022.
  • Harvest Group Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and held it in 14 quarters.
  • Harvest Group Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $14.2M in Q4 2017.
  • 713 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2022.

Based on Harvest Group Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.