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Punch & Associates Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Punch & Associates Investment Management’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
-45
Closed -$5K – 244
2021
Q4 		$5K Hold
45
– – ﹤0.01% 244
2021
Q3 		$5K Buy
+45
New +$5.26K ﹤0.01% 239

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Punch & Associates Investment Management's IEF Position: Q1 2022 in Review

Punch & Associates Investment Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2022, closing a stake of 45 shares — an estimated $5K sold.

Punch & Associates Investment Management first reported a position in IEF in Q3 2021 and held it in 2 quarters. The position peaked at $5K in Q4 2021. 686 funds tracked by Wall St. Rank hold IEF as of Q1 2022.

  • Punch & Associates Investment Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Punch & Associates Investment Management sold 45 iShares 7-10 Year Treasury Bond ETF shares in Q1 2022, an estimated $5K.
  • Punch & Associates Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2021 and held it in 2 quarters.
  • Punch & Associates Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $5K in Q4 2021.
  • 686 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2022.

Based on Punch & Associates Investment Management's 13F filing for Q1 2022, filed 16 May 2022.