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

Piershale 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 Q2	$5.6K	Hold	58	–	–	﹤0.01%	154
2023 Q1	$5.75K	Sell	58 -18	-24%	-$1.76K	﹤0.01%	153
2022 Q4	$7.28K	Buy	+76	New	+$7.3K	0.01%	138
2020 Q3	–	Sell	-171,209	Closed	-$20.9M	–	21
2020 Q2	$20.9M	Buy	+171,209	New	+$20.8M	12.15%	4
2016 Q1	–	Sell	-256,904	Closed	-$27.1M	–	163
2015 Q4	$27.1M	Buy	+256,904	New	+$27.4M	16.48%	3
2015 Q3	–	Sell	-167,054	Closed	-$17.5M	–	150
2015 Q2	$17.5M	Buy	+167,054	New	+$17.8M	13.21%	1

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Piershale Financial Group's IEF Position: Q2 2023 in Review

Piershale Financial Group held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2023 at 58 shares worth $5.6K. The position accounts for ﹤0.01% of the portfolio, ranked #154.

Piershale Financial Group first reported a position in IEF in Q2 2015 and has held it in 6 quarters since. The position peaked at $27.1M in Q4 2015. 801 funds tracked by Wall St. Rank hold IEF as of Q2 2023.

Piershale Financial Group held 58 shares of iShares 7-10 Year Treasury Bond ETF worth $5.6K as of Q2 2023.
Piershale Financial Group left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2023.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #154 holding.
Piershale Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2015 and has held it in 6 quarters since.
Piershale Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $27.1M in Q4 2015.
801 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.