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 New York $1.81T AUM 41.13% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

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

Leelyn Smith's IEF Position: Q1 2023 in Review

Leelyn Smith sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2023, closing a stake of 31 shares — an estimated $2.97K sold.

Leelyn Smith first reported a position in IEF in Q1 2020 and held it in 12 quarters. The position peaked at $24K in Q4 2021. 781 funds tracked by Wall St. Rank hold IEF as of Q1 2023.

Leelyn Smith reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 31 iShares 7-10 Year Treasury Bond ETF shares in Q1 2023, an estimated $2.97K.
Leelyn Smith first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and held it in 12 quarters.
Leelyn Smith's iShares 7-10 Year Treasury Bond ETF position peaked at $24K in Q4 2021.
781 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.