Laurel Wealth Advisors (California)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$831K	Sell	8,674 -6,662	-43%	-$640K	0.08%	255
2022 Q3	$1.47M	Buy	15,336 +2,224	+17%	+$226K	0.16%	145
2022 Q2	$1.34M	Buy	13,112 +563	+4%	+$57.8K	0.14%	169
2022 Q1	$1.35M	Buy	+12,549	New	+$1.39M	0.11%	196
2019 Q4	–	Sell	-2,066	Closed	-$232K	–	468
2019 Q3	$232K	Buy	+2,066	New	+$230K	0.04%	403

Other funds holding IEF

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IEF Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 43% in Q4 2022, selling an estimated $640K and leaving 8,674 shares worth $831K. The position accounts for 0.08% of the portfolio, ranked #255.

Laurel Wealth Advisors (California) first reported a position in IEF in Q3 2019 and has held it in 5 quarters since. The position peaked at $1.47M in Q3 2022. 727 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

Laurel Wealth Advisors (California) held 8,674 shares of iShares 7-10 Year Treasury Bond ETF worth $831K as of Q4 2022.
Laurel Wealth Advisors (California) sold 6,662 iShares 7-10 Year Treasury Bond ETF shares in Q4 2022, an estimated $640K.
iShares 7-10 Year Treasury Bond ETF made up 0.08% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #255 holding.
Laurel Wealth Advisors (California) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and has held it in 5 quarters since.
Laurel Wealth Advisors (California)'s iShares 7-10 Year Treasury Bond ETF position peaked at $1.47M in Q3 2022.
727 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.