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

Rehmann Capital 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
2023 Q2	–	Sell	-2,813	Closed	-$279K	–	563
2023 Q1	$279K	Buy	+2,813	New	+$275K	0.03%	436
2020 Q3	–	Sell	-2,570	Closed	-$313K	–	433
2020 Q2	$313K	Buy	+2,570	New	+$312K	0.04%	313
2019 Q3	–	Sell	-3,399	Closed	-$374K	–	1872
2019 Q2	$374K	Buy	3,399 +3,287	+2,935%	+$352K	0.05%	298
2019 Q1	$12K	Sell	112 -169	-60%	-$17.7K	﹤0.01%	1274
2018 Q4	$29.3K	Sell	281 -107	-28%	-$10.8K	﹤0.01%	748
2018 Q3	$39.4K	Sell	388 -22	-5%	-$2.24K	0.01%	893
2018 Q2	$42K	Sell	410 -10,104	-96%	-$1.03M	0.01%	844
2018 Q1	$1.08M	Sell	10,514 -295	-3%	-$30.4K	0.17%	109
2017 Q4	$1.14M	Buy	10,809 +293	+3%	+$31.1K	0.19%	105
2017 Q3	$1.12M	Buy	10,516 +112	+1%	+$12K	0.2%	106
2017 Q2	$1.11M	Buy	10,404 +24	+0.2%	+$2.56K	0.21%	103
2017 Q1	$1.1M	Sell	10,380 -4	-0%	-$420	0.18%	116
2016 Q4	$1.09M	Buy	10,384 +7	+0.1%	+$752	0.2%	105
2016 Q3	$1.16M	Buy	10,377 +69	+0.7%	+$7.73K	0.23%	92
2016 Q2	$1.16M	Buy	10,308 +80	+0.8%	+$8.85K	0.22%	95
2016 Q1	$1.13M	Sell	10,228 -2,912	-22%	-$318K	0.22%	94
2015 Q4	$1.39M	Sell	13,140 -6,166	-32%	-$657K	0.29%	75
2015 Q3	$2.08M	Buy	19,306 +8,627	+81%	+$916K	0.47%	48
2015 Q2	$1.12M	Buy	10,679 +356	+3%	+$37.9K	0.26%	79
2015 Q1	$1.12M	Sell	10,323 -7,270	-41%	-$784K	0.25%	80
2014 Q4	$1.86M	Buy	17,593 +6,924	+65%	+$730K	0.43%	49
2014 Q3	$1.1M	Sell	10,669 -2,717	-20%	-$282K	0.26%	77
2014 Q2	$1.39M	Buy	13,386 +3,109	+30%	+$319K	0.33%	65
2014 Q1	$1.05M	Sell	10,277 -48	-0.5%	-$4.87K	0.28%	69
2013 Q4	$1.02M	Sell	10,325 -683	-6%	-$69.3K	0.31%	70
2013 Q3	$1.12M	Sell	11,008 -445	-4%	-$45K	0.36%	59
2013 Q2	$1.17M	Buy	+11,453	New	+$1.22M	0.41%	57

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 $424B AUM 22.94% 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

Rehmann Capital Advisory Group's IEF Position: Q2 2023 in Review

Rehmann Capital Advisory Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2023, closing a stake of 2,813 shares — an estimated $279K sold.

Rehmann Capital Advisory Group first reported a position in IEF in Q2 2013 and held it in 27 quarters. The position peaked at $2.08M in Q3 2015. 801 funds tracked by Wall St. Rank hold IEF as of Q2 2023.

Rehmann Capital Advisory Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Rehmann Capital Advisory Group sold 2,813 iShares 7-10 Year Treasury Bond ETF shares in Q2 2023, an estimated $279K.
Rehmann Capital Advisory Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 27 quarters.
Rehmann Capital Advisory Group's iShares 7-10 Year Treasury Bond ETF position peaked at $2.08M in Q3 2015.
801 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2023.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2023, filed 15 Aug 2023.