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

OmniStar 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
2023 Q1	–	Sell	-13,100	Closed	-$1.25M	–	103
2022 Q4	$1.25M	Sell	13,100 -154	-1%	-$14.8K	1.43%	19
2022 Q3	$1.27M	Buy	+13,254	New	+$1.34M	1.52%	16
2020 Q2	–	Sell	-456	Closed	-$55K	–	208
2020 Q1	$55K	Buy	+456	New	+$52.5K	0.05%	129
2018 Q1	–	Sell	-2,609	Closed	-$275K	–	101
2017 Q4	$275K	Buy	+2,609	New	+$277K	0.25%	88

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

OmniStar Financial Group's IEF Position: Q1 2023 in Review

OmniStar Financial Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2023, closing a stake of 13,100 shares — an estimated $1.25M sold.

OmniStar Financial Group first reported a position in IEF in Q4 2017 and held it in 4 quarters. The position peaked at $1.27M in Q3 2022. 782 funds tracked by Wall St. Rank hold IEF as of Q1 2023.

OmniStar Financial Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
OmniStar Financial Group sold 13,100 iShares 7-10 Year Treasury Bond ETF shares in Q1 2023, an estimated $1.25M.
OmniStar Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and held it in 4 quarters.
OmniStar Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $1.27M in Q3 2022.
782 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2023.

Based on OmniStar Financial Group's 13F filing for Q1 2023, filed 1 May 2023.