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January Capital Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

January Capital 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 		$249K Hold
2,432
– – 0.22% 34
2022
Q1 		$249K Buy
2,432
+235
+11% +$26.1K 0.22% 34
2021
Q4 		$253K Buy
+2,197
New +$253K 0.2% 43

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

January Capital Advisors's IEF Position: Q2 2022 in Review

January Capital Advisors held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2022 at 2,432 shares worth $249K. The position accounts for 0.22% of the portfolio, ranked #34.

January Capital Advisors first reported a position in IEF in Q4 2021 and has held it in 3 quarters since. The position peaked at $253K in Q4 2021. 699 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

  • January Capital Advisors held 2,432 shares of iShares 7-10 Year Treasury Bond ETF worth $249K as of Q2 2022.
  • January Capital Advisors left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2022.
  • iShares 7-10 Year Treasury Bond ETF made up 0.22% of January Capital Advisors's portfolio in Q2 2022, its #34 holding.
  • January Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • January Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $253K in Q4 2021.
  • 699 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

Based on January Capital Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.