Spearhead Capital Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Spearhead Capital 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	–	Sell	-13,595	Closed	-$1.39M	–	126
2022 Q2	$1.39M	Buy	13,595 +49	+0.4%	+$5.03K	0.21%	63
2022 Q1	$1.46M	Buy	+13,546	New	+$1.5M	0.18%	64
2021 Q3	–	Sell	-16,548	Closed	-$1.91M	–	193
2021 Q2	$1.91M	Buy	16,548 +1,032	+7%	+$118K	0.26%	58
2021 Q1	$1.75M	Buy	15,516 +19	+0.1%	+$2.21K	0.26%	58
2020 Q4	$1.86M	Buy	15,497 +2,137	+16%	+$257K	0.3%	59
2020 Q3	$1.63M	Buy	13,360 +4,824	+57%	+$588K	0.31%	58
2020 Q2	$1.04M	Buy	8,536 +3,517	+70%	+$427K	0.22%	59
2020 Q1	$610K	Buy	+5,019	New	+$578K	0.18%	72

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

Spearhead Capital Advisors's IEF Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2022, closing a stake of 13,595 shares — an estimated $1.39M sold.

Spearhead Capital Advisors first reported a position in IEF in Q1 2020 and held it in 8 quarters. The position peaked at $1.91M in Q2 2021. 714 funds tracked by Wall St. Rank hold IEF as of Q3 2022.

Spearhead Capital Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Spearhead Capital Advisors sold 13,595 iShares 7-10 Year Treasury Bond ETF shares in Q3 2022, an estimated $1.39M.
Spearhead Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and held it in 8 quarters.
Spearhead Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.91M in Q2 2021.
714 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.