Lloyd Advisory Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Lloyd Advisory Services’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 Q1	–	Sell	-3,834	Closed	-$441K	–	628
2021 Q4	$441K	Buy	3,834 +3,808	+14,646%	+$438K	0.2%	48
2021 Q3	$3K	Sell	26 -1	-4%	-$117	﹤0.01%	332
2021 Q2	$3K	Buy	+27	New	+$3.09K	﹤0.01%	341
2020 Q4	–	Sell	-76	Closed	-$9K	–	373
2020 Q3	$9K	Buy	+76	New	+$9.27K	0.01%	192
2020 Q2	–	Sell	-1	Closed	–	–	325
2020 Q1	$0	Buy	+1	New	+$115	﹤0.01%	331

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

WCM

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Lloyd Advisory Services's IEF Position: Q1 2022 in Review

Lloyd Advisory Services sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2022, closing a stake of 3,834 shares — an estimated $441K sold.

Lloyd Advisory Services first reported a position in IEF in Q1 2020 and held it in 5 quarters. The position peaked at $441K in Q4 2021. 684 funds tracked by Wall St. Rank hold IEF as of Q1 2022.

Lloyd Advisory Services reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Lloyd Advisory Services sold 3,834 iShares 7-10 Year Treasury Bond ETF shares in Q1 2022, an estimated $441K.
Lloyd Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and held it in 5 quarters.
Lloyd Advisory Services's iShares 7-10 Year Treasury Bond ETF position peaked at $441K in Q4 2021.
684 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2022.

Based on Lloyd Advisory Services's 13F filing for Q1 2022, filed 2 May 2022.