JNBA Financial Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

JNBA Financial 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 Q3	–	Sell	-298	Closed	-$30K	–	713
2022 Q2	$30K	Buy	+298	New	+$30.6K	﹤0.01%	341
2019 Q3	–	Sell	-72	Closed	-$8K	–	639
2019 Q2	$8K	Buy	+72	New	+$7.72K	﹤0.01%	455
2016 Q4	–	Sell	-127	Closed	-$14K	–	872
2016 Q3	$14K	Buy	+127	New	+$14.2K	﹤0.01%	922
2016 Q2	–	Sell	-110	Closed	-$12K	–	532
2016 Q1	$12K	Buy	+110	New	+$12K	﹤0.01%	336

Other funds holding IEF

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

JNBA Financial Advisors's IEF Position: Q3 2022 in Review

JNBA Financial Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2022, closing a stake of 298 shares — an estimated $30K sold.

JNBA Financial Advisors first reported a position in IEF in Q1 2016 and held it in 4 quarters. The position peaked at $30K in Q2 2022. 713 funds tracked by Wall St. Rank hold IEF as of Q3 2022.

JNBA Financial Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
JNBA Financial Advisors sold 298 iShares 7-10 Year Treasury Bond ETF shares in Q3 2022, an estimated $30K.
JNBA Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and held it in 4 quarters.
JNBA Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $30K in Q2 2022.
713 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2022.

Based on JNBA Financial Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.