Sowa Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Sowa Financial 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
2022 Q2	–	Sell	-2,585	Closed	-$278K	–	50
2022 Q1	$278K	Sell	2,585 -147	-5%	-$16.3K	0.17%	58
2021 Q4	$314K	Sell	2,732 -244	-8%	-$28K	0.18%	52
2021 Q3	$343K	Sell	2,976 -1,015	-25%	-$119K	0.22%	53
2021 Q2	$461K	Sell	3,991 -972	-20%	-$111K	0.34%	40
2021 Q1	$560K	Sell	4,963 -3,991	-45%	-$465K	0.39%	36
2020 Q4	$1.07M	Sell	8,954 -9,846	-52%	-$1.18M	0.72%	27
2020 Q3	$2.29M	Sell	18,800 -1,568	-8%	-$191K	1.64%	16
2020 Q2	$2.48M	Buy	20,368 +416	+2%	+$50.5K	1.88%	16
2020 Q1	$2.42M	Buy	19,952 +18,398	+1,184%	+$2.12M	2.13%	15
2019 Q4	$171K	Buy	+1,554	New	+$173K	0.14%	65

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

WCM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sowa Financial Group's IEF Position: Q2 2022 in Review

Sowa Financial Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2022, closing a stake of 2,585 shares — an estimated $278K sold.

Sowa Financial Group first reported a position in IEF in Q4 2019 and held it in 10 quarters. The position peaked at $2.48M in Q2 2020. 700 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

Sowa Financial Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Sowa Financial Group sold 2,585 iShares 7-10 Year Treasury Bond ETF shares in Q2 2022, an estimated $278K.
Sowa Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and held it in 10 quarters.
Sowa Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $2.48M in Q2 2020.
700 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

Based on Sowa Financial Group's 13F filing for Q2 2022, filed 9 Aug 2022.