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Next Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Next Financial 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
2021
Q4 		$1.21M Buy
10,547
+4,327
+70% +$497K 0.08% 279
2021
Q3 		$717K Sell
6,220
-2,413
-28% -$282K 0.06% 354
2021
Q2 		$997K Buy
8,633
+3,125
+57% +$358K 0.08% 264
2021
Q1 		$622K Buy
5,508
+519
+10% +$60.5K 0.06% 354
2020
Q4 		$599K Sell
4,989
-4,992
-50% -$601K 0.06% 326
2020
Q3 		$1.22M Sell
9,981
-80,653
-89% -$9.84M 0.13% 166
2020
Q2 		$11M Buy
90,634
+76,575
+545% +$9.3M 1.29% 10
2020
Q1 		$1.71M Buy
14,059
+3,611
+35% +$416K 0.22% 102
2019
Q4 		$1.15M Sell
10,448
-2,576
-20% -$287K 0.12% 218
2019
Q3 		$1.47M Sell
13,024
-97,827
-88% -$10.9M 0.16% 156
2019
Q2 		$12.2M Buy
110,851
+72,441
+189% +$7.76M 1.31% 5
2019
Q1 		$4.1M Buy
38,410
+30,308
+374% +$3.17M 1.04% 8
2018
Q4 		$844K Buy
8,102
+4,492
+124% +$455K 0.18% 152
2018
Q3 		$365K Sell
3,610
-2,131
-37% -$217K 0.17% 126
2018
Q2 		$589K Sell
5,741
-3,633
-39% -$370K 0.23% 116
2018
Q1 		$967K Buy
9,374
+1,496
+19% +$154K 0.2% 125
2017
Q4 		$832K Buy
7,878
+173
+2% +$18.3K 0.36% 88
2017
Q3 		$823K Sell
7,705
-558
-7% -$59.8K 0.23% 104
2017
Q2 		$881K Buy
8,263
+70
+0.9% +$7.48K 0.22% 113
2017
Q1 		$873K Sell
8,193
-1,122
-12% -$118K 0.24% 96
2016
Q4 		$976K Sell
9,315
-4,981
-35% -$535K 0.17% 135
2016
Q3 		$1.6M Buy
14,296
+953
+7% +$107K 0.29% 75
2016
Q2 		$1.51M Buy
13,343
+1,568
+13% +$173K 0.48% 42
2016
Q1 		$1.3M Buy
11,775
+1,785
+18% +$195K 0.46% 48
2015
Q4 		$1.05M Buy
9,990
+44
+0.4% +$4.69K 0.39% 61
2015
Q3 		$1.07M Buy
9,946
+279
+3% +$29.6K 0.38% 62
2015
Q2 		$1.01M Sell
9,667
-3,182
-25% -$339K 0.35% 71
2015
Q1 		$1.39M Sell
12,849
-572
-4% -$61.7K 0.45% 45
2014
Q4 		$1.42M Sell
13,421
-423
-3% -$44.6K 0.47% 41
2014
Q3 		$1.44M Buy
+13,844
New +$1.44M 0.29% 78

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Next Financial Group's IEF Position: Q4 2021 in Review

Next Financial Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 70% in Q4 2021, buying an estimated $497K and bringing the position to 10,547 shares worth $1.21M. The position accounts for 0.08% of the portfolio, ranked #279.

Next Financial Group first reported a position in IEF in Q3 2014 and has held it in 30 quarters since. The position peaked at $12.2M in Q2 2019. 688 funds tracked by Wall St. Rank hold IEF as of Q4 2021.

  • Next Financial Group held 10,547 shares of iShares 7-10 Year Treasury Bond ETF worth $1.21M as of Q4 2021.
  • Next Financial Group bought 4,327 iShares 7-10 Year Treasury Bond ETF shares in Q4 2021, an estimated $497K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.08% of Next Financial Group's portfolio in Q4 2021, its #279 holding.
  • Next Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2014 and has held it in 30 quarters since.
  • Next Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $12.2M in Q2 2019.
  • 688 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.