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

Janiczek 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
2024 Q2	$29.4K	Hold	314	–	–	0.01%	491
2024 Q1	$29.7K	Hold	314	–	–	0.01%	498
2023 Q4	$30.3K	Hold	314	–	–	0.01%	487
2023 Q3	$28.8K	Sell	314 -20	-6%	-$1.89K	0.01%	465
2023 Q2	$32.3K	Buy	334 +53	+19%	+$5.21K	0.01%	382
2023 Q1	$27.8K	Hold	281	–	–	0.01%	395
2022 Q4	$28K	Sell	281 -25	-8%	-$2.4K	0.01%	401
2022 Q3	$29K	Buy	306 +3	+1%	+$304	0.01%	391
2022 Q2	$32K	Buy	303 +22	+8%	+$2.26K	0.01%	378
2022 Q1	$30K	Hold	281	–	–	0.01%	389
2021 Q4	$32K	Hold	281	–	–	0.01%	399
2021 Q3	$32K	Buy	+281	New	+$32.9K	0.01%	368

Other funds holding IEF

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janiczek Wealth Management's IEF Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2024 at 314 shares worth $29.4K. The position accounts for 0.01% of the portfolio, ranked #491.

Janiczek Wealth Management first reported a position in IEF in Q3 2021 and has held it in 12 quarters since. The position peaked at $32.3K in Q2 2023. 903 funds tracked by Wall St. Rank hold IEF as of Q2 2024.

Janiczek Wealth Management held 314 shares of iShares 7-10 Year Treasury Bond ETF worth $29.4K as of Q2 2024.
Janiczek Wealth Management left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2024.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #491 holding.
Janiczek Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2021 and has held it in 12 quarters since.
Janiczek Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $32.3K in Q2 2023.
903 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.