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Leelyn Smith’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Leelyn Smith’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
2023
Q1 		– Sell
-31
Closed -$2.97K – 250
2022
Q4 		$2.97K Hold
31
– – ﹤0.01% 396
2022
Q3 		$3K Buy
31
+9
+41% +$913 ﹤0.01% 403
2022
Q2 		$2K Hold
22
– – ﹤0.01% 361
2022
Q1 		$2K Sell
22
-187
-89% -$20.8K ﹤0.01% 336
2021
Q4 		$24K Buy
209
+9
+5% +$1.03K 0.01% 236
2021
Q3 		$23K Sell
200
-3
-1% -$351 0.01% 228
2021
Q2 		$23K Sell
203
-4
-2% -$458 0.01% 226
2021
Q1 		$23K Buy
207
+17
+9% +$1.98K 0.01% 238
2020
Q4 		$23K Buy
190
+14
+8% +$1.68K 0.01% 228
2020
Q3 		$21K Buy
176
+14
+9% +$1.71K 0.01% 223
2020
Q2 		$20K Buy
162
+8
+5% +$972 0.01% 269
2020
Q1 		$19K Buy
+154
New +$17.7K 0.01% 207

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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