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Pinnacle Family Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Pinnacle Family 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
2022
Q1 		– Sell
-13,057
Closed -$1.5M – 123
2021
Q4 		$1.5M Buy
+13,057
New +$1.5M 0.68% 28
2020
Q4 		– Sell
-4,203
Closed -$512K – 133
2020
Q3 		$512K Buy
4,203
+19
+0.5% +$2.32K 0.35% 43
2020
Q2 		$510K Buy
+4,184
New +$508K 0.45% 40

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Pinnacle Family Advisors's IEF Position: Q1 2022 in Review

Pinnacle Family Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2022, closing a stake of 13,057 shares — an estimated $1.5M sold.

Pinnacle Family Advisors first reported a position in IEF in Q2 2020 and held it in 3 quarters. The position peaked at $1.5M in Q4 2021. 684 funds tracked by Wall St. Rank hold IEF as of Q1 2022.

  • Pinnacle Family Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Pinnacle Family Advisors sold 13,057 iShares 7-10 Year Treasury Bond ETF shares in Q1 2022, an estimated $1.5M.
  • Pinnacle Family Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and held it in 3 quarters.
  • Pinnacle Family Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.5M in Q4 2021.
  • 684 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2022.

Based on Pinnacle Family Advisors's 13F filing for Q1 2022, filed 16 May 2022.