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Private Advisory Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Private Advisory 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
-14,832
Closed -$1.42M – 210
2022
Q3 		$1.42M Buy
+14,832
New +$1.51M 0.33% 72

Other funds holding IEF

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Advisory Group's IEF Position: Q4 2022 in Review

Private Advisory Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2022, closing a stake of 14,832 shares — an estimated $1.42M sold.

Private Advisory Group first reported a position in IEF in Q3 2022 and held it in 1 quarter. The position peaked at $1.42M in Q3 2022. 727 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

  • Private Advisory Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Private Advisory Group sold 14,832 iShares 7-10 Year Treasury Bond ETF shares in Q4 2022, an estimated $1.42M.
  • Private Advisory Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
  • Private Advisory Group's iShares 7-10 Year Treasury Bond ETF position peaked at $1.42M in Q3 2022.
  • 727 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on Private Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.