Latitude Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Latitude Advisors’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 Q2	–	Sell	-23,480	Closed	-$2.52M	–	215
2022 Q1	$2.52M	Buy	23,480 +18,890	+412%	+$2.1M	0.57%	28
2021 Q4	$528K	Sell	4,590 -3,477	-43%	-$400K	0.15%	144
2021 Q3	$929K	Buy	8,067 +6,272	+349%	+$733K	0.29%	65
2021 Q2	$207K	Sell	1,795 -2,245	-56%	-$257K	0.15%	161
2021 Q1	$456K	Buy	4,040 +5	+0.1%	+$583	0.37%	57
2020 Q4	$484K	Buy	+4,035	New	+$485K	0.43%	58

Other funds holding IEF

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

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

Latitude Advisors's IEF Position: Q2 2022 in Review

Latitude Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2022, closing a stake of 23,480 shares — an estimated $2.52M sold.

Latitude Advisors first reported a position in IEF in Q4 2020 and held it in 6 quarters. The position peaked at $2.52M in Q1 2022. 699 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

Latitude Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Latitude Advisors sold 23,480 iShares 7-10 Year Treasury Bond ETF shares in Q2 2022, an estimated $2.52M.
Latitude Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 6 quarters.
Latitude Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $2.52M in Q1 2022.
699 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

Based on Latitude Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.