McKinley Carter Wealth Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

McKinley Carter Wealth 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 Q4	–	Sell	-3,156	Closed	-$303K	–	293
2022 Q3	$303K	Sell	3,156 -443	-12%	-$45K	0.03%	235
2022 Q2	$368K	Sell	3,599 -452	-11%	-$46.4K	0.03%	225
2022 Q1	$435K	Sell	4,051 -3,735	-48%	-$415K	0.03%	210
2021 Q4	$895K	Sell	7,786 -2,591	-25%	-$298K	0.07%	149
2021 Q3	$1.2M	Sell	10,377 -1,849	-15%	-$216K	0.1%	134
2021 Q2	$1.41M	Sell	12,226 -1,651	-12%	-$189K	0.12%	124
2021 Q1	$1.57M	Sell	13,877 -2,571	-16%	-$300K	0.13%	121
2020 Q4	$1.97M	Buy	+16,448	New	+$1.98M	0.26%	88

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

McKinley Carter Wealth Services's IEF Position: Q4 2022 in Review

McKinley Carter Wealth Services sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2022, closing a stake of 3,156 shares — an estimated $303K sold.

McKinley Carter Wealth Services first reported a position in IEF in Q4 2020 and held it in 8 quarters. The position peaked at $1.97M in Q4 2020. 726 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

McKinley Carter Wealth Services reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
McKinley Carter Wealth Services sold 3,156 iShares 7-10 Year Treasury Bond ETF shares in Q4 2022, an estimated $303K.
McKinley Carter Wealth Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 8 quarters.
McKinley Carter Wealth Services's iShares 7-10 Year Treasury Bond ETF position peaked at $1.97M in Q4 2020.
726 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2022, filed 8 Feb 2023.