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

Oakwell Private Wealth 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
2022 Q2	–	Sell	-4,154	Closed	-$446K	–	63
2022 Q1	$446K	Sell	4,154 -522	-11%	-$57.9K	0.22%	41
2021 Q4	$538K	Buy	4,676 +8	+0.2%	+$920	0.27%	40
2021 Q3	$538K	Sell	4,668 -2,796	-37%	-$327K	0.29%	36
2021 Q2	$862K	Sell	7,464 -630	-8%	-$72.1K	0.55%	29
2021 Q1	$914K	Buy	8,094 +745	+10%	+$86.8K	0.65%	26
2020 Q4	$882K	Buy	+7,349	New	+$884K	0.69%	26

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Oakwell Private Wealth Management's IEF Position: Q2 2022 in Review

Oakwell Private Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2022, closing a stake of 4,154 shares — an estimated $446K sold.

Oakwell Private Wealth Management first reported a position in IEF in Q4 2020 and held it in 6 quarters. The position peaked at $914K in Q1 2021. 699 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

Oakwell Private Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Oakwell Private Wealth Management sold 4,154 iShares 7-10 Year Treasury Bond ETF shares in Q2 2022, an estimated $446K.
Oakwell Private Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 6 quarters.
Oakwell Private Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $914K in Q1 2021.
699 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.