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

HHM Wealth 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
2023 Q4	–	Sell	-358	Closed	-$32.8K	–	782
2023 Q3	$32.8K	Hold	358	–	–	0.01%	330
2023 Q2	$34.6K	Hold	358	–	–	0.01%	342
2023 Q1	$35.5K	Buy	+358	New	+$35K	0.01%	318
2022 Q2	–	Sell	-141	Closed	-$15K	–	810
2022 Q1	$15K	Hold	141	–	–	﹤0.01%	476
2021 Q4	$16K	Hold	141	–	–	﹤0.01%	457
2021 Q3	$16K	Hold	141	–	–	﹤0.01%	437
2021 Q2	$16K	Hold	141	–	–	﹤0.01%	425
2021 Q1	$16K	Hold	141	–	–	﹤0.01%	404
2020 Q4	$17K	Hold	141	–	–	0.01%	364
2020 Q3	$17K	Hold	141	–	–	0.01%	333
2020 Q2	$17K	Hold	141	–	–	0.01%	321
2020 Q1	$17K	Buy	+141	New	+$16.2K	0.01%	313

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HHM Wealth Advisors's IEF Position: Q4 2023 in Review

HHM Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2023, closing a stake of 358 shares — an estimated $32.8K sold.

HHM Wealth Advisors first reported a position in IEF in Q1 2020 and held it in 12 quarters. The position peaked at $35.5K in Q1 2023. 908 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

HHM Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
HHM Wealth Advisors sold 358 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $32.8K.
HHM Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and held it in 12 quarters.
HHM Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $35.5K in Q1 2023.
908 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.