Heritage Wealth Management (Arizona)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$514K	Buy	5,366 +2,683	+100%	+$258K	0.07%	210
2022 Q3	$258K	Sell	2,683 -101	-4%	-$10.2K	0.08%	179
2022 Q2	$285K	Sell	2,784 -387	-12%	-$39.7K	0.09%	166
2022 Q1	$341K	Buy	+3,171	New	+$352K	0.09%	171
2021 Q3	$399K	Sell	3,467 -189	-5%	-$22.1K	0.14%	109
2021 Q2	$422K	Buy	+3,656	New	+$418K	0.16%	107

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Heritage Wealth Management (Arizona)'s IEF Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 100% in Q4 2022, buying an estimated $258K and bringing the position to 5,366 shares worth $514K. The position accounts for 0.07% of the portfolio, ranked #210.

Heritage Wealth Management (Arizona) first reported a position in IEF in Q2 2021 and has held it in 6 quarters since. 726 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

Heritage Wealth Management (Arizona) held 5,366 shares of iShares 7-10 Year Treasury Bond ETF worth $514K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 2,683 iShares 7-10 Year Treasury Bond ETF shares in Q4 2022, an estimated $258K.
iShares 7-10 Year Treasury Bond ETF made up 0.07% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #210 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2021 and has held it in 6 quarters since.
726 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.