Royal Fund Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Royal Fund 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 Q4	–	Sell	-98,009	Closed	-$9.41M	–	276
2022 Q3	$9.41M	Buy	98,009 +1,402	+1%	+$142K	1.71%	10
2022 Q2	$9.88M	Buy	+96,607	New	+$9.91M	1.64%	10
2020 Q4	–	Sell	-31,997	Closed	-$3.9M	–	184
2020 Q3	$3.9M	Sell	31,997 -22	-0.1%	-$2.68K	1%	38
2020 Q2	$3.9M	Buy	32,019 +29,889	+1,403%	+$3.63M	1.38%	22
2020 Q1	$258K	Buy	2,130 +2,082	+4,338%	+$240K	0.11%	116
2019 Q4	$5K	Sell	48 -308	-87%	-$34.3K	﹤0.01%	479
2019 Q3	$40K	Buy	+356	New	+$39.7K	0.01%	255
2019 Q1	–	Sell	-91	Closed	-$9K	–	624
2018 Q4	$9K	Buy	91 +60	+194%	+$6.08K	﹤0.01%	347
2018 Q3	$3K	Sell	31 -29	-48%	-$2.96K	﹤0.01%	431
2018 Q2	$6K	Buy	+60	New	+$6.11K	﹤0.01%	393
2017 Q2	–	Sell	-27	Closed	-$2K	–	471
2017 Q1	$2K	Buy	+27	New	+$2.84K	﹤0.01%	363

Other funds holding IEF

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

Royal Fund Management's IEF Position: Q4 2022 in Review

Royal Fund Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2022, closing a stake of 98,009 shares — an estimated $9.41M sold.

Royal Fund Management first reported a position in IEF in Q1 2017 and held it in 11 quarters. The position peaked at $9.88M in Q2 2022. 727 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

Royal Fund Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Royal Fund Management sold 98,009 iShares 7-10 Year Treasury Bond ETF shares in Q4 2022, an estimated $9.41M.
Royal Fund Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2017 and held it in 11 quarters.
Royal Fund Management's iShares 7-10 Year Treasury Bond ETF position peaked at $9.88M in Q2 2022.
727 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on Royal Fund Management's 13F filing for Q4 2022, filed 20 Jan 2023.