Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-15
Closed -$1.37K – 242
2023
Q3 		$1.37K Buy
+15
New +$1.42K ﹤0.01% 494

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RJA
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Legacy Financial Group (Iowa)'s IEF Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2023, closing a stake of 15 shares — an estimated $1.37K sold.

Legacy Financial Group (Iowa) first reported a position in IEF in Q3 2023 and held it in 1 quarter. The position peaked at $1.37K in Q3 2023. 907 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 15 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $1.37K.
  • Legacy Financial Group (Iowa) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares 7-10 Year Treasury Bond ETF position peaked at $1.37K in Q3 2023.
  • 907 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.