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

Onyx Bridge Wealth 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
Q4 		– Sell
-2,443
Closed -$224K – 260
2023
Q3 		$224K Buy
+2,443
New +$230K 0.05% 204
2022
Q3 		– Sell
-2,657
Closed -$277K – 188
2022
Q2 		$277K Sell
2,657
-332
-11% -$34.1K 0.12% 111
2022
Q1 		$309K Sell
2,989
-542
-15% -$60.2K 0.12% 102
2021
Q4 		$402K Sell
3,531
-23
-0.6% -$2.64K 0.14% 89
2021
Q3 		$407K Buy
3,554
+416
+13% +$48.6K 0.15% 83
2021
Q2 		$367K Buy
+3,138
New +$359K 0.16% 71

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return