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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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return