Joseph P. Lucia & Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Joseph P. Lucia & Associates’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	-405	Closed	-$41K	–	243
2022 Q2	$41K	Sell	405 -80	-16%	-$8.21K	0.03%	193
2022 Q1	$52K	Buy	+485	New	+$53.8K	0.03%	187
2021 Q4	–	Sell	-919	Closed	-$106K	–	308
2021 Q3	$106K	Sell	919 -1,000	-52%	-$117K	0.06%	164
2021 Q2	$222K	Hold	1,919	–	–	0.13%	119
2021 Q1	$217K	Buy	1,919 +14	+0.7%	+$1.63K	0.1%	110
2020 Q4	$229K	Buy	1,905 +60	+3%	+$7.22K	0.16%	97
2020 Q3	$225K	Hold	1,845	–	–	0.21%	84
2020 Q2	$225K	Sell	1,845 -4,914	-73%	-$597K	0.2%	82
2020 Q1	$821K	Buy	+6,759	New	+$778K	0.91%	36

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 22.96% 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

Joseph P. Lucia & Associates's IEF Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2022, closing a stake of 405 shares — an estimated $41K sold.

Joseph P. Lucia & Associates first reported a position in IEF in Q1 2020 and held it in 9 quarters. The position peaked at $821K in Q1 2020. 713 funds tracked by Wall St. Rank hold IEF as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 405 iShares 7-10 Year Treasury Bond ETF shares in Q3 2022, an estimated $41K.
Joseph P. Lucia & Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and held it in 9 quarters.
Joseph P. Lucia & Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $821K in Q1 2020.
713 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.