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Keystone Financial Services (Colorado)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Keystone Financial Services (Colorado)’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
Q1 		– Sell
-2,870
Closed -$330K – 79
2021
Q4 		$330K Buy
+2,870
New +$330K 0.17% 63

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Keystone Financial Services (Colorado)'s IEF Position: Q1 2022 in Review

Keystone Financial Services (Colorado) sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2022, closing a stake of 2,870 shares — an estimated $330K sold.

Keystone Financial Services (Colorado) first reported a position in IEF in Q4 2021 and held it in 1 quarter. The position peaked at $330K in Q4 2021. 686 funds tracked by Wall St. Rank hold IEF as of Q1 2022.

  • Keystone Financial Services (Colorado) reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Keystone Financial Services (Colorado) sold 2,870 iShares 7-10 Year Treasury Bond ETF shares in Q1 2022, an estimated $330K.
  • Keystone Financial Services (Colorado) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
  • Keystone Financial Services (Colorado)'s iShares 7-10 Year Treasury Bond ETF position peaked at $330K in Q4 2021.
  • 686 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2022.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2022, filed 10 May 2022.