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Koss-Olinger Consulting’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Koss-Olinger Consulting’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
-5,341
Closed -$614K – 217
2021
Q4 		$614K Buy
+5,341
New +$614K 0.09% 88

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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

Koss-Olinger Consulting's IEF Position: Q1 2022 in Review

Koss-Olinger Consulting sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2022, closing a stake of 5,341 shares — an estimated $614K sold.

Koss-Olinger Consulting first reported a position in IEF in Q4 2021 and held it in 1 quarter. The position peaked at $614K in Q4 2021. 686 funds tracked by Wall St. Rank hold IEF as of Q1 2022.

  • Koss-Olinger Consulting reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Koss-Olinger Consulting sold 5,341 iShares 7-10 Year Treasury Bond ETF shares in Q1 2022, an estimated $614K.
  • Koss-Olinger Consulting first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
  • Koss-Olinger Consulting's iShares 7-10 Year Treasury Bond ETF position peaked at $614K in Q4 2021.
  • 686 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2022.

Based on Koss-Olinger Consulting's 13F filing for Q1 2022, filed 6 May 2022.