Next Level Private’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Next Level Private’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 Q3	–	Sell	-7,096	Closed	-$726K	–	118
2022 Q2	$726K	Buy	+7,096	New	+$728K	0.28%	65

Other funds holding IEF

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Next Level Private's IEF Position: Q3 2022 in Review

Next Level Private sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2022, closing a stake of 7,096 shares — an estimated $726K sold.

Next Level Private first reported a position in IEF in Q2 2022 and held it in 1 quarter. The position peaked at $726K in Q2 2022. 714 funds tracked by Wall St. Rank hold IEF as of Q3 2022.

Next Level Private reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Next Level Private sold 7,096 iShares 7-10 Year Treasury Bond ETF shares in Q3 2022, an estimated $726K.
Next Level Private first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
Next Level Private's iShares 7-10 Year Treasury Bond ETF position peaked at $726K in Q2 2022.
714 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2022.

Based on Next Level Private's 13F filing for Q3 2022, filed 21 Oct 2022.