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Patton Albertson Miller Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Patton Albertson Miller 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
2022
Q4 		– Sell
-3,378
Closed -$324K – 219
2022
Q3 		$324K Sell
3,378
-2,103
-38% -$213K 0.07% 169
2022
Q2 		$561K Sell
5,481
-1,665
-23% -$171K 0.11% 151
2022
Q1 		$768K Sell
7,146
-3,142
-31% -$349K 0.13% 147
2021
Q4 		$1.18M Sell
10,288
-5,320
-34% -$612K 0.19% 124
2021
Q3 		$1.8M Sell
15,608
-66,476
-81% -$7.77M 0.34% 91
2021
Q2 		$9.48M Sell
82,084
-1,682
-2% -$192K 2.16% 4
2021
Q1 		$9.46M Buy
83,766
+1,399
+2% +$163K 2.29% 3
2020
Q4 		$9.63M Buy
82,367
+5,221
+7% +$628K 2.29% 4
2020
Q3 		$9.4M Buy
77,146
+3,462
+5% +$422K 2.66% 3
2020
Q2 		$8.98M Sell
73,684
-1,977
-3% -$240K 2.61% 4
2020
Q1 		$9.19M Buy
75,661
+392
+0.5% +$45.1K 3.1% 3
2019
Q4 		$8.3M Buy
75,269
+8,611
+13% +$960K 2.18% 4
2019
Q3 		$7.5M Buy
66,658
+6,043
+10% +$674K 2.12% 3
2019
Q2 		$6.8M Buy
60,615
+38,753
+177% +$4.15M 1.96% 3
2019
Q1 		$2.33M Buy
21,862
+19,414
+793% +$2.03M 1.18% 18
2018
Q4 		$256K Sell
2,448
-15,221
-86% -$1.54M 0.14% 109
2018
Q3 		$1.78M Sell
17,669
-1,498
-8% -$153K 0.9% 28
2018
Q2 		$1.97M Sell
19,167
-2,305
-11% -$235K 0.99% 24
2018
Q1 		$2.22M Buy
21,472
+1,699
+9% +$175K 1% 21
2017
Q4 		$2.09M Buy
19,773
+1,828
+10% +$194K 0.85% 30
2017
Q3 		$1.91M Buy
17,945
+374
+2% +$40.1K 0.83% 34
2017
Q2 		$1.88M Buy
17,571
+6,266
+55% +$669K 0.83% 31
2017
Q1 		$1.19M Buy
11,305
+9,376
+486% +$985K 0.49% 71
2016
Q4 		$202K Buy
+1,929
New +$207K 0.09% 129

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Patton Albertson Miller Group's IEF Position: Q4 2022 in Review

Patton Albertson Miller Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2022, closing a stake of 3,378 shares — an estimated $324K sold.

Patton Albertson Miller Group first reported a position in IEF in Q4 2016 and held it in 24 quarters. The position peaked at $9.63M in Q4 2020. 726 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

  • Patton Albertson Miller Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Patton Albertson Miller Group sold 3,378 iShares 7-10 Year Treasury Bond ETF shares in Q4 2022, an estimated $324K.
  • Patton Albertson Miller Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2016 and held it in 24 quarters.
  • Patton Albertson Miller Group's iShares 7-10 Year Treasury Bond ETF position peaked at $9.63M in Q4 2020.
  • 726 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on Patton Albertson Miller Group's 13F filing for Q4 2022, filed 23 Jan 2023.