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Kowal Investment Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-1
Closed – – 500
2021
Q3 		$0 Buy
+1
New +$117 ﹤0.01% 958

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kowal Investment Group's IEF Position: Q4 2021 in Review

Kowal Investment Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2021, closing a stake of 1 share.

Kowal Investment Group first reported a position in IEF in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 688 funds tracked by Wall St. Rank hold IEF as of Q4 2021.

  • Kowal Investment Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 1 iShares 7-10 Year Treasury Bond ETF share in Q4 2021.
  • Kowal Investment Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's iShares 7-10 Year Treasury Bond ETF position peaked at $0 in Q3 2021.
  • 688 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.