RGT Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

RGT Wealth 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
2022 Q3	$94M	Buy	+979,773	New	+$99.4M	14.99%	3

Other funds holding IEF

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

RGT Wealth Advisors's IEF Position: Q3 2022 in Review

RGT Wealth Advisors opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2022: 979,773 shares worth $94M. The stake represents 14.99% of the portfolio and ranks #3 among its holdings.

714 funds tracked by Wall St. Rank hold IEF as of Q3 2022.

RGT Wealth Advisors held 979,773 shares of iShares 7-10 Year Treasury Bond ETF worth $94M as of Q3 2022.
iShares 7-10 Year Treasury Bond ETF was a new RGT Wealth Advisors position in Q3 2022.
iShares 7-10 Year Treasury Bond ETF made up 14.99% of RGT Wealth Advisors's portfolio in Q3 2022, its #3 holding.
714 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.