Phoenix Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Phoenix Wealth Advisors’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
2021 Q4	–	Sell	-358	Closed	-$41K	–	225
2021 Q3	$41K	Hold	358	–	–	0.03%	202
2021 Q2	$42K	Sell	358 -56	-14%	-$6.41K	0.03%	197
2021 Q1	$47K	Sell	414 -64,265	-99%	-$7.49M	0.04%	193
2020 Q4	$7.76M	Buy	+64,679	New	+$7.78M	5.89%	1

Other funds holding IEF

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Phoenix Wealth Advisors's IEF Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2021, closing a stake of 358 shares — an estimated $41K sold.

Phoenix Wealth Advisors first reported a position in IEF in Q4 2020 and held it in 4 quarters. The position peaked at $7.76M in Q4 2020. 688 funds tracked by Wall St. Rank hold IEF as of Q4 2021.

Phoenix Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 358 iShares 7-10 Year Treasury Bond ETF shares in Q4 2021, an estimated $41K.
Phoenix Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $7.76M in Q4 2020.
688 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.