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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$1.74M Buy
18,039
+1,158
+7% +$114K 0.42% 41
2023
Q1
$1.67M Buy
+16,881
New +$1.65M 0.43% 40

Other funds holding IEF

Intercontinental Wealth Advisors's IEF Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.9% in Q2 2023, buying an estimated $114K and bringing the position to 18,039 shares worth $1.74M. The position accounts for 0.42% of the portfolio, ranked #41.

Intercontinental Wealth Advisors first reported a position in IEF in Q1 2023 and has held it in 2 quarters since. 801 funds tracked by Wall St. Rank hold IEF as of Q2 2023.

  • Intercontinental Wealth Advisors held 18,039 shares of iShares 7-10 Year Treasury Bond ETF worth $1.74M as of Q2 2023.
  • Intercontinental Wealth Advisors bought 1,158 iShares 7-10 Year Treasury Bond ETF shares in Q2 2023, an estimated $114K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.42% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #41 holding.
  • Intercontinental Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • 801 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.