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

IVC Wealth 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 Q2	–	Sell	-2,496	Closed	-$268K	–	143
2022 Q1	$268K	Sell	2,496 -8,224	-77%	-$913K	0.18%	121
2021 Q4	$1.23M	Sell	10,720 -706	-6%	-$81.2K	0.79%	29
2021 Q3	$1.32M	Buy	11,426 +599	+6%	+$70K	0.91%	25
2021 Q2	$1.25M	Sell	10,827 -6,886	-39%	-$788K	0.88%	25
2021 Q1	$2M	Buy	17,713 +15,308	+637%	+$1.78M	1.58%	11
2020 Q4	$288K	Buy	+2,405	New	+$289K	0.27%	91

Other funds holding IEF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

WCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IVC Wealth Advisors's IEF Position: Q2 2022 in Review

IVC Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2022, closing a stake of 2,496 shares — an estimated $268K sold.

IVC Wealth Advisors first reported a position in IEF in Q4 2020 and held it in 6 quarters. The position peaked at $2M in Q1 2021. 700 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

IVC Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
IVC Wealth Advisors sold 2,496 iShares 7-10 Year Treasury Bond ETF shares in Q2 2022, an estimated $268K.
IVC Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 6 quarters.
IVC Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $2M in Q1 2021.
700 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

Based on IVC Wealth Advisors's 13F filing for Q2 2022, filed 11 Jul 2022.