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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
JP Morgan Chase New York $1.47T AUM 27.86% 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return