JPLA
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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
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