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

IFS 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 Q1	–	Sell	-267	Closed	-$30K	–	119
2021 Q4	$30K	Buy	+267	New	+$30.7K	0.02%	40
2021 Q3	–	Sell	-3,960	Closed	-$457K	–	29
2021 Q2	$457K	Sell	3,960 -219	-5%	-$25.1K	0.31%	22
2021 Q1	$471K	Buy	4,179 +3,928	+1,565%	+$458K	0.37%	20
2020 Q4	$30K	Buy	+251	New	+$30.2K	0.02%	59

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

IFS Advisors's IEF Position: Q1 2022 in Review

IFS Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2022, closing a stake of 267 shares — an estimated $30K sold.

IFS Advisors first reported a position in IEF in Q4 2020 and held it in 4 quarters. The position peaked at $471K in Q1 2021. 684 funds tracked by Wall St. Rank hold IEF as of Q1 2022.

IFS Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
IFS Advisors sold 267 iShares 7-10 Year Treasury Bond ETF shares in Q1 2022, an estimated $30K.
IFS Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 4 quarters.
IFS Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $471K in Q1 2021.
684 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2022.

Based on IFS Advisors's 13F filing for Q1 2022, filed 10 May 2022.