Lake Street Private Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,628
Closed -$282K 316
2022
Q1
$282K Sell
2,628
-1,059
-29% -$118K 0.05% 260
2021
Q4
$424K Buy
+3,687
New +$424K 0.07% 217

Other funds holding IEF

Lake Street Private Wealth's IEF Position: Q2 2022 in Review

Lake Street Private Wealth sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2022, closing a stake of 2,628 shares — an estimated $282K sold.

Lake Street Private Wealth first reported a position in IEF in Q4 2021 and held it in 2 quarters. The position peaked at $424K in Q4 2021. 700 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

  • Lake Street Private Wealth reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Lake Street Private Wealth sold 2,628 iShares 7-10 Year Treasury Bond ETF shares in Q2 2022, an estimated $282K.
  • Lake Street Private Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 2 quarters.
  • Lake Street Private Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $424K in Q4 2021.
  • 700 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

Based on Lake Street Private Wealth's 13F filing for Q2 2022, filed 12 Jul 2022.