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

HawsGoodwin Investment 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
2021 Q4	$20K	Sell	175 -30	-15%	-$3.45K	0.01%	101
2021 Q3	$24K	Sell	205 -63	-24%	-$7.37K	0.01%	97
2021 Q2	$31K	Sell	268 -11,019	-98%	-$1.26M	0.01%	93
2021 Q1	$1.27M	Sell	11,287 -465	-4%	-$54.2K	0.41%	57
2020 Q4	$1.41M	Buy	11,752 +2,761	+31%	+$332K	0.44%	51
2020 Q3	$1.09M	Buy	8,991 +1,489	+20%	+$182K	0.39%	57
2020 Q2	$914K	Buy	+7,502	New	+$912K	0.36%	65

Other funds holding IEF

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

WCM

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

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

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

HawsGoodwin Investment Management's IEF Position: Q4 2021 in Review

HawsGoodwin Investment Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 15% in Q4 2021, selling an estimated $3.45K and leaving 175 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #101.

HawsGoodwin Investment Management first reported a position in IEF in Q2 2020 and has held it in 7 quarters since. The position peaked at $1.41M in Q4 2020. 688 funds tracked by Wall St. Rank hold IEF as of Q4 2021.

HawsGoodwin Investment Management held 175 shares of iShares 7-10 Year Treasury Bond ETF worth $20K as of Q4 2021.
HawsGoodwin Investment Management sold 30 iShares 7-10 Year Treasury Bond ETF shares in Q4 2021, an estimated $3.45K.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #101 holding.
HawsGoodwin Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and has held it in 7 quarters since.
HawsGoodwin Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.41M in Q4 2020.
688 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.