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

San Luis 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
Q2 		– Sell
-1,441
Closed -$166K – 239
2022
Q1 		$166K Buy
+1,441
New +$160K 0.08% 165
2020
Q4 		$468K Buy
+3,901
New +$469K 0.3% 88

Other funds holding IEF

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

San Luis Wealth Advisors's IEF Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2022, closing a stake of 1,441 shares — an estimated $166K sold.

San Luis Wealth Advisors first reported a position in IEF in Q4 2020 and held it in 2 quarters. The position peaked at $468K in Q4 2020. 700 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 1,441 iShares 7-10 Year Treasury Bond ETF shares in Q2 2022, an estimated $166K.
  • San Luis Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 2 quarters.
  • San Luis Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $468K in Q4 2020.
  • 700 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.