Reilly Financial Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Reilly Financial 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
2021 Q4	$15K	Buy	134 +128	+2,133%	+$14.7K	﹤0.01%	623
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	896
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	965
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	990
2020 Q4	$1K	Sell	6 -90	-94%	-$10.8K	﹤0.01%	855
2020 Q3	$12K	Hold	96	–	–	﹤0.01%	537
2020 Q2	$12K	Hold	96	–	–	﹤0.01%	534
2020 Q1	$12K	Buy	96 +90	+1,500%	+$10.4K	﹤0.01%	524
2019 Q4	$1K	Sell	6 -7	-54%	-$780	﹤0.01%	846
2019 Q3	$1K	Sell	13 -5	-28%	-$558	﹤0.01%	858
2019 Q2	$2K	Buy	18 +6	+50%	+$643	﹤0.01%	865
2019 Q1	$1K	Hold	12	–	–	﹤0.01%	928
2018 Q4	$1K	Hold	12	–	–	﹤0.01%	899
2018 Q3	$1K	Hold	12	–	–	﹤0.01%	970
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	953
2018 Q1	$1K	Hold	12	–	–	﹤0.01%	926
2017 Q4	$1K	Hold	12	–	–	﹤0.01%	920
2017 Q3	$1K	Sell	12 -127	-91%	-$13.6K	﹤0.01%	949
2017 Q2	$15K	Buy	139 +134	+2,680%	+$14.3K	﹤0.01%	561
2017 Q1	$1K	Hold	5	–	–	﹤0.01%	881
2016 Q4	$1K	Sell	5 -350	-99%	-$37.6K	﹤0.01%	798
2016 Q3	$40K	Sell	355 -231	-39%	-$25.9K	0.01%	297
2016 Q2	$66K	Sell	586 -375	-39%	-$41.5K	0.01%	230
2016 Q1	$106K	Hold	961	–	–	0.02%	263
2015 Q4	$101K	Buy	961 +956	+19,120%	+$102K	0.02%	271
2015 Q3	$1K	Hold	5	–	–	﹤0.01%	1206
2015 Q2	$1K	Sell	5 -51	-91%	-$5.43K	﹤0.01%	1291
2015 Q1	$6K	Buy	+56	New	+$6.04K	﹤0.01%	974
2013 Q3	–	Sell	-56	Closed	-$6K	–	768
2013 Q2	$6K	Buy	+56	New	+$5.97K	﹤0.01%	587

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Reilly Financial Advisors's IEF Position: Q4 2021 in Review

Reilly Financial Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2,133% in Q4 2021, buying an estimated $14.7K and bringing the position to 134 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Reilly Financial Advisors first reported a position in IEF in Q2 2013 and has held it in 29 quarters since. The position peaked at $106K in Q1 2016. 689 funds tracked by Wall St. Rank hold IEF as of Q4 2021.

Reilly Financial Advisors held 134 shares of iShares 7-10 Year Treasury Bond ETF worth $15K as of Q4 2021.
Reilly Financial Advisors bought 128 iShares 7-10 Year Treasury Bond ETF shares in Q4 2021, an estimated $14.7K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #623 holding.
Reilly Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 29 quarters since.
Reilly Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $106K in Q1 2016.
689 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.