National Wealth Management Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

National Wealth Management 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 Q2	–	Sell	-2,058	Closed	-$205K	–	150
2023 Q1	$205K	Buy	+2,058	New	+$201K	0.23%	126
2022 Q1	–	Sell	-5,946	Closed	-$684K	–	119
2021 Q4	$684K	Buy	+5,946	New	+$684K	0.64%	54

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

National Wealth Management Group's IEF Position: Q2 2023 in Review

National Wealth Management Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2023, closing a stake of 2,058 shares — an estimated $205K sold.

National Wealth Management Group first reported a position in IEF in Q4 2021 and held it in 2 quarters. The position peaked at $684K in Q4 2021. 801 funds tracked by Wall St. Rank hold IEF as of Q2 2023.

National Wealth Management Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
National Wealth Management Group sold 2,058 iShares 7-10 Year Treasury Bond ETF shares in Q2 2023, an estimated $205K.
National Wealth Management Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 2 quarters.
National Wealth Management Group's iShares 7-10 Year Treasury Bond ETF position peaked at $684K in Q4 2021.
801 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2023.

Based on National Wealth Management Group's 13F filing for Q2 2023, filed 10 Aug 2023.