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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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return