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Herold Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Herold 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
Q2 		– Sell
-125
Closed -$13.4K – 397
2022
Q1 		$13.4K Buy
+125
New +$13.9K ﹤0.01% 562
2021
Q4 		– Sell
-125
Closed -$14K – 388
2021
Q3 		$14K Buy
+125
New +$14.6K 0.01% 555

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Herold Advisors's IEF Position: Q2 2022 in Review

Herold Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2022, closing a stake of 125 shares — an estimated $13.4K sold.

Herold Advisors first reported a position in IEF in Q3 2021 and held it in 2 quarters. The position peaked at $14K in Q3 2021. 699 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

  • Herold Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 125 iShares 7-10 Year Treasury Bond ETF shares in Q2 2022, an estimated $13.4K.
  • Herold Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $14K in Q3 2021.
  • 699 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.