Mach-1 Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Mach-1 Financial Group’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	-22,015	Closed	-$2.11M	–	287
2022 Q3	$2.11M	Buy	22,015 +7,014	+47%	+$712K	2.21%	5
2022 Q2	$1.53M	Buy	15,001 +5,433	+57%	+$558K	1.04%	9
2022 Q1	$1.03M	Buy	9,568 +5,198	+119%	+$577K	0.68%	8
2021 Q4	$501K	Buy	+4,370	New	+$502K	0.31%	12
2021 Q3	–	Sell	-37	Closed	-$4K	–	72
2021 Q2	$4K	Hold	37	–	–	﹤0.01%	112
2021 Q1	$4K	Buy	37 +17	+85%	+$1.98K	﹤0.01%	140
2020 Q4	$2K	Buy	+20	New	+$2.41K	﹤0.01%	144

Other funds holding IEF

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mach-1 Financial Group's IEF Position: Q4 2022 in Review

Mach-1 Financial Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2022, closing a stake of 22,015 shares — an estimated $2.11M sold.

Mach-1 Financial Group first reported a position in IEF in Q4 2020 and held it in 7 quarters. The position peaked at $2.11M in Q3 2022. 727 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

Mach-1 Financial Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Mach-1 Financial Group sold 22,015 iShares 7-10 Year Treasury Bond ETF shares in Q4 2022, an estimated $2.11M.
Mach-1 Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 7 quarters.
Mach-1 Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $2.11M in Q3 2022.
727 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on Mach-1 Financial Group's 13F filing for Q4 2022, filed 2 Feb 2023.