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

IndexIQ 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	-25,024	Closed	-$2.88M	–	1407
2021 Q4	$2.88M	Buy	25,024 +1,509	+6%	+$173K	0.1%	194
2021 Q3	$2.71M	Buy	23,515 +398	+2%	+$46.5K	0.09%	201
2021 Q2	$2.67M	Buy	23,117 +1,063	+5%	+$122K	0.09%	203
2021 Q1	$2.49M	Buy	22,054 +615	+3%	+$71.7K	0.09%	204
2020 Q4	$2.57M	Buy	21,439 +100	+0.5%	+$12K	0.09%	166
2020 Q3	$2.6M	Sell	21,339 -9,066	-30%	-$1.11M	0.11%	141
2020 Q2	$3.71M	Buy	+30,405	New	+$3.69M	0.17%	73
2019 Q4	–	Sell	-20,325	Closed	-$2.29M	–	815
2019 Q3	$2.29M	Buy	+20,325	New	+$2.27M	0.08%	169
2019 Q2	–	Sell	-2,281	Closed	-$243K	–	576
2019 Q1	$243K	Buy	+2,281	New	+$239K	0.01%	530
2018 Q3	–	Sell	-16,491	Closed	-$1.69M	–	569
2018 Q2	$1.69M	Sell	16,491 -31,356	-66%	-$3.19M	0.05%	414
2018 Q1	$4.94M	Buy	47,847 +608	+1%	+$62.6K	0.16%	87
2017 Q4	$4.99M	Buy	47,239 +10,626	+29%	+$1.13M	0.18%	71
2017 Q3	$3.9M	Sell	36,613 -5,572	-13%	-$597K	0.17%	71
2017 Q2	$4.5M	Buy	42,185 +414	+1%	+$44.2K	0.22%	66
2017 Q1	$4.41M	Sell	41,771 -6,234	-13%	-$655K	0.23%	56
2016 Q4	$5.03M	Buy	48,005 +9,710	+25%	+$1.04M	0.25%	54
2016 Q3	$4.29M	Buy	38,295 +15,714	+70%	+$1.76M	0.21%	46
2016 Q2	$2.55M	Buy	22,581 +11,473	+103%	+$1.27M	0.15%	61
2016 Q1	$1.23M	Sell	11,108 -1,337	-11%	-$146K	0.08%	92
2015 Q4	$1.31M	Buy	+12,445	New	+$1.33M	0.08%	88
2014 Q4	–	Sell	-12,213	Closed	-$1.27M	–	230
2014 Q3	$1.27M	Buy	12,213 +20	+0.2%	+$2.07K	0.09%	73
2014 Q2	$1.26M	Sell	12,193 -578	-5%	-$59.4K	0.1%	72
2014 Q1	$1.3M	Buy	12,771 +1,980	+18%	+$201K	0.12%	61
2013 Q4	$1.07M	Sell	10,791 -15,381	-59%	-$1.56M	0.11%	53
2013 Q3	$2.67M	Sell	26,172 -482	-2%	-$48.7K	0.31%	27
2013 Q2	$2.73M	Buy	+26,654	New	+$2.84M	0.34%	28

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

IndexIQ Advisors's IEF Position: Q1 2022 in Review

IndexIQ Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2022, closing a stake of 25,024 shares — an estimated $2.88M sold.

IndexIQ Advisors first reported a position in IEF in Q2 2013 and held it in 26 quarters. The position peaked at $5.03M in Q4 2016. 684 funds tracked by Wall St. Rank hold IEF as of Q1 2022.

IndexIQ Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
IndexIQ Advisors sold 25,024 iShares 7-10 Year Treasury Bond ETF shares in Q1 2022, an estimated $2.88M.
IndexIQ Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 26 quarters.
IndexIQ Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $5.03M in Q4 2016.
684 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.