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

PAX 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
2022
Q3 		– Sell
-12,774
Closed -$1.31M – 171
2022
Q2 		$1.31M Buy
12,774
+6,678
+110% +$685K 0.33% 51
2022
Q1 		$655K Buy
6,096
+2,969
+95% +$330K 0.15% 119
2021
Q4 		$360K Buy
+3,127
New +$359K 0.08% 155

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

PAX Financial Group's IEF Position: Q3 2022 in Review

PAX Financial Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2022, closing a stake of 12,774 shares — an estimated $1.31M sold.

PAX Financial Group first reported a position in IEF in Q4 2021 and held it in 3 quarters. The position peaked at $1.31M in Q2 2022. 714 funds tracked by Wall St. Rank hold IEF as of Q3 2022.

  • PAX Financial Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • PAX Financial Group sold 12,774 iShares 7-10 Year Treasury Bond ETF shares in Q3 2022, an estimated $1.31M.
  • PAX Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 3 quarters.
  • PAX Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $1.31M in Q2 2022.
  • 714 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2022.

Based on PAX Financial Group's 13F filing for Q3 2022, filed 14 Nov 2022.