Mirsky Financial Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Mirsky Financial Management’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
2021 Q4	$207K	Sell	1,801 -29	-2%	-$3.33K	0.09%	53
2021 Q3	$211K	Sell	1,830 -381	-17%	-$44.5K	0.09%	43
2021 Q2	$255K	Sell	2,211 -42,197	-95%	-$4.83M	0.11%	43
2021 Q1	$5.01M	Sell	44,408 -787	-2%	-$91.7K	2.33%	19
2020 Q4	$5.42M	Buy	45,195 +3,173	+8%	+$382K	2.79%	11
2020 Q3	$5.12M	Buy	42,022 +2,936	+8%	+$358K	2.89%	12
2020 Q2	$4.76M	Buy	+39,086	New	+$4.75M	2.86%	12

Other funds holding IEF

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 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

Mirsky Financial Management's IEF Position: Q4 2021 in Review

Mirsky Financial Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.6% in Q4 2021, selling an estimated $3.33K and leaving 1,801 shares worth $207K. The position accounts for 0.09% of the portfolio, ranked #53.

Mirsky Financial Management first reported a position in IEF in Q2 2020 and has held it in 7 quarters since. The position peaked at $5.42M in Q4 2020. 688 funds tracked by Wall St. Rank hold IEF as of Q4 2021.

Mirsky Financial Management held 1,801 shares of iShares 7-10 Year Treasury Bond ETF worth $207K as of Q4 2021.
Mirsky Financial Management sold 29 iShares 7-10 Year Treasury Bond ETF shares in Q4 2021, an estimated $3.33K.
iShares 7-10 Year Treasury Bond ETF made up 0.09% of Mirsky Financial Management's portfolio in Q4 2021, its #53 holding.
Mirsky Financial Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and has held it in 7 quarters since.
Mirsky Financial Management's iShares 7-10 Year Treasury Bond ETF position peaked at $5.42M in Q4 2020.
688 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.