Private Wealth Strategies’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Private Wealth Strategies’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	-36,012	Closed	-$3.67M	–	81
2022 Q2	$3.67M	Sell	36,012 -25,254	-41%	-$2.59M	1.02%	21
2022 Q1	$6.59M	Buy	61,266 +25,237	+70%	+$2.8M	1.63%	15
2021 Q4	$4.13M	Sell	36,029 -1,448	-4%	-$166K	0.95%	21
2021 Q3	$4.31M	Buy	37,477 +958	+3%	+$112K	1.08%	20
2021 Q2	$4.22M	Buy	36,519 +1,324	+4%	+$152K	1.09%	19
2021 Q1	$3.96M	Buy	+35,195	New	+$4.1M	1.1%	19

Other funds holding IEF

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Private Wealth Strategies's IEF Position: Q3 2022 in Review

Private Wealth Strategies sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2022, closing a stake of 36,012 shares — an estimated $3.67M sold.

Private Wealth Strategies first reported a position in IEF in Q1 2021 and held it in 6 quarters. The position peaked at $6.59M in Q1 2022. 713 funds tracked by Wall St. Rank hold IEF as of Q3 2022.

Private Wealth Strategies reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Private Wealth Strategies sold 36,012 iShares 7-10 Year Treasury Bond ETF shares in Q3 2022, an estimated $3.67M.
Private Wealth Strategies first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and held it in 6 quarters.
Private Wealth Strategies's iShares 7-10 Year Treasury Bond ETF position peaked at $6.59M in Q1 2022.
713 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2022.

Based on Private Wealth Strategies's 13F filing for Q3 2022, filed 18 Oct 2022.