HAS
IEF icon

HBW Advisory Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

HBW Advisory Services’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
2024
Q4 		– Sell
-2,078
Closed -$204K – 393
2024
Q3 		$204K Buy
+2,078
New +$201K 0.03% 345
2023
Q2 		– Sell
-3,773
Closed -$374K – 308
2023
Q1 		$374K Buy
+3,773
New +$369K 0.09% 186
2022
Q1 		– Sell
-4,582
Closed -$527K – 247
2021
Q4 		$527K Buy
+4,582
New +$527K 0.12% 161
2020
Q2 		– Sell
-10,065
Closed -$1.22M – 190
2020
Q1 		$1.22M Buy
10,065
+1,575
+19% +$181K 0.88% 44
2019
Q4 		$936K Buy
+8,490
New +$947K 0.55% 55

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return