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

Jenkins Wealth’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
Q4 		$7.77M Buy
+81,111
New +$7.79M 3.12% 6
2021
Q4 		$20.7M Buy
+187,156
New +$21.5M 6.72% 6

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 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Jenkins Wealth's IEF Position: Q4 2022 in Review

Jenkins Wealth opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2022: 81,111 shares worth $7.77M. The stake represents 3.12% of the portfolio and ranks #6 among its holdings. This is a return to the name: Jenkins Wealth previously reported a position in IEF as recently as Q4 2021.

Jenkins Wealth first reported a position in IEF in Q4 2021 and has held it in 2 quarters since. The position peaked at $20.7M in Q4 2021. 726 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

  • Jenkins Wealth held 81,111 shares of iShares 7-10 Year Treasury Bond ETF worth $7.77M as of Q4 2022.
  • iShares 7-10 Year Treasury Bond ETF was a new Jenkins Wealth position in Q4 2022.
  • iShares 7-10 Year Treasury Bond ETF made up 3.12% of Jenkins Wealth's portfolio in Q4 2022, its #6 holding.
  • Jenkins Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 2 quarters since.
  • Jenkins Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $20.7M in Q4 2021.
  • 726 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on Jenkins Wealth's 13F filing for Q4 2022, filed 11 Jan 2023.