Laffer Tengler Investments’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Laffer Tengler Investments’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
2024 Q1	–	Sell	-72	Closed	-$6.94K	–	454
2023 Q4	$6.94K	Buy	+72	New	+$6.66K	﹤0.01%	295
2016 Q4	–	Sell	-526	Closed	-$58.8K	–	252
2016 Q3	$58.8K	Hold	526	–	–	0.02%	204
2016 Q2	$59.4K	Buy	526 +120	+30%	+$13.3K	0.02%	201
2016 Q1	$44.8K	Buy	+406	New	+$44.3K	0.01%	209
2015 Q4	–	Hold	0	–	–	–	207
2015 Q3	–	Sell	-406	Closed	-$43.1K	–	212
2015 Q2	$42.6K	Buy	406 +143	+54%	+$15.2K	0.01%	212
2015 Q1	$28.5K	Buy	+263	New	+$28.4K	﹤0.01%	198
2014 Q4	–	Sell	-462	Closed	-$48.7K	–	198
2014 Q3	$47.9K	Hold	462	–	–	0.01%	199
2014 Q2	$47.9K	Hold	462	–	–	0.01%	199
2014 Q1	$47K	Hold	462	–	–	0.01%	210
2013 Q4	$45.8K	Buy	+462	New	+$46.9K	0.01%	209
2013 Q3	–	Sell	-462	Closed	-$46.7K	–	191
2013 Q2	$47.4K	Buy	+462	New	+$49.2K	0.01%	172

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Laffer Tengler Investments's IEF Position: Q1 2024 in Review

Laffer Tengler Investments sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2024, closing a stake of 72 shares — an estimated $6.94K sold.

Laffer Tengler Investments first reported a position in IEF in Q2 2013 and held it in 11 quarters. The position peaked at $59.4K in Q2 2016. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

Laffer Tengler Investments reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Laffer Tengler Investments sold 72 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $6.94K.
Laffer Tengler Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 11 quarters.
Laffer Tengler Investments's iShares 7-10 Year Treasury Bond ETF position peaked at $59.4K in Q2 2016.
900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Laffer Tengler Investments's 13F filing for Q1 2024, filed 15 May 2024.