J. Arnold Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

J. Arnold Wealth Management’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
2023 Q1	–	Sell	-1,465	Closed	-$140K	–	70
2022 Q4	$140K	Buy	+1,465	New	+$141K	0.07%	40
2021 Q3	–	Sell	-201	Closed	-$23K	–	79
2021 Q2	$23K	Sell	201 -50	-20%	-$5.72K	0.01%	78
2021 Q1	$28K	Sell	251 -200	-44%	-$23.3K	0.02%	66
2020 Q4	$54K	Buy	+451	New	+$54.3K	0.03%	53

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 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

J. Arnold Wealth Management's IEF Position: Q1 2023 in Review

J. Arnold Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2023, closing a stake of 1,465 shares — an estimated $140K sold.

J. Arnold Wealth Management first reported a position in IEF in Q4 2020 and held it in 4 quarters. The position peaked at $140K in Q4 2022. 781 funds tracked by Wall St. Rank hold IEF as of Q1 2023.

J. Arnold Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
J. Arnold Wealth Management sold 1,465 iShares 7-10 Year Treasury Bond ETF shares in Q1 2023, an estimated $140K.
J. Arnold Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 4 quarters.
J. Arnold Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $140K in Q4 2022.
781 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2023.

Based on J. Arnold Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.