LA
IEF icon

LVW Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

LVW Advisors’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 		– Sell
-13,739
Closed -$1.32M – 236
2022
Q3 		$1.32M Sell
13,739
-75,587
-85% -$7.67M 0.29% 71
2022
Q2 		$9.14M Sell
89,326
-172,018
-66% -$17.7M 1.86% 9
2022
Q1 		$28.1M Buy
+261,344
New +$29M 4.75% 4
2021
Q1 		– Sell
-2,092
Closed -$251K – 218
2020
Q4 		$251K Hold
2,092
– – 0.05% 184
2020
Q3 		$255K Buy
2,092
+154
+8% +$18.8K 0.06% 166
2020
Q2 		$236K Sell
1,938
-426
-18% -$51.8K 0.06% 168
2020
Q1 		$287K Sell
2,364
-1,195
-34% -$138K 0.08% 125
2019
Q4 		$392K Buy
3,559
+319
+10% +$35.6K 0.09% 120
2019
Q3 		$364K Sell
3,240
-42
-1% -$4.69K 0.09% 112
2019
Q2 		$361K Buy
3,282
+145
+5% +$15.5K 0.1% 110
2019
Q1 		$335K Buy
3,137
+1,052
+50% +$110K 0.09% 135
2018
Q4 		$217K Sell
2,085
-715
-26% -$72.4K 0.07% 147
2018
Q3 		$283K Buy
2,800
+43
+2% +$4.39K 0.08% 138
2018
Q2 		$283K Buy
2,757
+60
+2% +$6.11K 0.09% 121
2018
Q1 		$278K Hold
2,697
– – 0.09% 118
2017
Q4 		$285K Hold
2,697
– – 0.08% 120
2017
Q3 		$287K Hold
2,697
– – 0.11% 115
2017
Q2 		$288K Hold
2,697
– – 0.1% 100
2017
Q1 		$285K Hold
2,697
– – 0.1% 103
2016
Q4 		$283K Buy
+2,697
New +$290K 0.1% 119

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LVW Advisors's IEF Position: Q4 2022 in Review

LVW Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2022, closing a stake of 13,739 shares — an estimated $1.32M sold.

LVW Advisors first reported a position in IEF in Q4 2016 and held it in 20 quarters. The position peaked at $28.1M in Q1 2022. 726 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

  • LVW Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • LVW Advisors sold 13,739 iShares 7-10 Year Treasury Bond ETF shares in Q4 2022, an estimated $1.32M.
  • LVW Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2016 and held it in 20 quarters.
  • LVW Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $28.1M in Q1 2022.
  • 726 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on LVW Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.