Intelligence Driven Advisers’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Intelligence Driven Advisers’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 Q3	–	Sell	-4,789	Closed	-$492K	–	109
2022 Q2	$492K	Buy	+4,789	New	+$491K	0.1%	74
2021 Q4	–	Sell	-2,127	Closed	-$245K	–	92
2021 Q3	$245K	Sell	2,127 -2,953	-58%	-$345K	0.06%	74
2021 Q2	$587K	Buy	+5,080	New	+$581K	0.11%	55
2021 Q1	–	Sell	-1,791	Closed	-$215K	–	82
2020 Q4	$215K	Buy	+1,791	New	+$215K	0.05%	87

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Intelligence Driven Advisers's IEF Position: Q3 2022 in Review

Intelligence Driven Advisers sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2022, closing a stake of 4,789 shares — an estimated $492K sold.

Intelligence Driven Advisers first reported a position in IEF in Q4 2020 and held it in 4 quarters. The position peaked at $587K in Q2 2021. 713 funds tracked by Wall St. Rank hold IEF as of Q3 2022.

Intelligence Driven Advisers reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Intelligence Driven Advisers sold 4,789 iShares 7-10 Year Treasury Bond ETF shares in Q3 2022, an estimated $492K.
Intelligence Driven Advisers first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 4 quarters.
Intelligence Driven Advisers's iShares 7-10 Year Treasury Bond ETF position peaked at $587K in Q2 2021.
713 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2022.

Based on Intelligence Driven Advisers's 13F filing for Q3 2022, filed 21 Oct 2022.