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MAWCM
Mine & Arao Wealth Creation & Management’s
iShares 7-10 Year Treasury Bond ETF
IEF
Stock Holding History
Mine & Arao Wealth Creation & Management’s Portfolio
IEF Stock Details
IEF Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-156
Closed
-$14.8K
–
207
2024
Q1
$14.8K
Hold
156
–
–
0.01%
189
2023
Q4
$15K
Hold
156
–
–
0.01%
190
2023
Q3
$14.3K
Hold
156
–
–
0.01%
189
2023
Q2
$15.1K
Hold
156
–
–
0.01%
196
2023
Q1
$15.5K
Hold
156
–
–
0.01%
201
2022
Q4
$14.9K
Hold
156
–
–
0.01%
198
2022
Q3
$15K
Hold
156
–
–
0.01%
199
2022
Q2
$16K
Hold
156
–
–
0.01%
203
2022
Q1
$17K
Hold
156
–
–
0.01%
207
2021
Q4
$18K
Hold
156
–
–
0.01%
205
2021
Q3
$18K
Hold
156
–
–
0.01%
208
2021
Q2
$18K
Hold
156
–
–
0.01%
199
2021
Q1
$18K
Hold
156
–
–
0.01%
189
2020
Q4
$19K
Hold
156
–
–
0.01%
179
2020
Q3
$19K
Hold
156
–
–
0.02%
166
2020
Q2
$19K
Hold
156
–
–
0.02%
154
2020
Q1
$19K
Hold
156
–
–
0.02%
147
2019
Q4
$17K
Buy
+156
New
+$17.4K
0.02%
177
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1-Year Est. Return
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$374B AUM
17.66%
1-Year Est. Return
Ameriprise
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$431B AUM
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1-Year Est. Return
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Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
CAPTRUST Financial Advisors
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$57.2B AUM
18.32%
1-Year Est. Return
RJA
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$164B AUM
33.91%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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