LWM
IEF icon

Laidlaw Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Laidlaw Wealth Management’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
-4,028
Closed -$463K – 410
2021
Q4 		$463K Buy
+4,028
New +$463K 0.07% 234
2021
Q1 		– Sell
-19,080
Closed -$2.29M – 280
2020
Q4 		$2.29M Buy
+19,080
New +$2.3M 0.48% 59

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

Laidlaw Wealth Management's IEF Position: Q1 2022 in Review

Laidlaw Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2022, closing a stake of 4,028 shares — an estimated $463K sold.

Laidlaw Wealth Management first reported a position in IEF in Q4 2020 and held it in 2 quarters. The position peaked at $2.29M in Q4 2020. 686 funds tracked by Wall St. Rank hold IEF as of Q1 2022.

  • Laidlaw Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Laidlaw Wealth Management sold 4,028 iShares 7-10 Year Treasury Bond ETF shares in Q1 2022, an estimated $463K.
  • Laidlaw Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 2 quarters.
  • Laidlaw Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2.29M in Q4 2020.
  • 686 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2022.

Based on Laidlaw Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.