Mayfair Advisory Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Mayfair Advisory 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
2023 Q1	–	Sell	-9,180	Closed	-$905K	–	121
2022 Q4	$905K	Buy	9,180 +3	+0%	+$288	1.15%	24
2022 Q3	$890K	Sell	9,177 -4	-0%	-$406	1.26%	21
2022 Q2	$966K	Buy	+9,181	New	+$942K	1.27%	19

Other funds holding IEF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

Mayfair Advisory Group's IEF Position: Q1 2023 in Review

Mayfair Advisory Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2023, closing a stake of 9,180 shares — an estimated $905K sold.

Mayfair Advisory Group first reported a position in IEF in Q2 2022 and held it in 3 quarters. The position peaked at $966K in Q2 2022. 782 funds tracked by Wall St. Rank hold IEF as of Q1 2023.

Mayfair Advisory Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Mayfair Advisory Group sold 9,180 iShares 7-10 Year Treasury Bond ETF shares in Q1 2023, an estimated $905K.
Mayfair Advisory Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and held it in 3 quarters.
Mayfair Advisory Group's iShares 7-10 Year Treasury Bond ETF position peaked at $966K in Q2 2022.
782 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2023.

Based on Mayfair Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.