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

StrategIQ 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
2023 Q2	–	Sell	-2,136	Closed	-$212K	–	306
2023 Q1	$212K	Buy	+2,136	New	+$209K	0.02%	275
2021 Q2	–	Sell	-4,454	Closed	-$503K	–	219
2021 Q1	$503K	Buy	4,454 +104	+2%	+$12.1K	0.11%	142
2020 Q4	$522K	Buy	+4,350	New	+$523K	0.12%	135
2018 Q2	–	Sell	-2,523	Closed	-$260K	–	178
2018 Q1	$260K	Buy	2,523 +59	+2%	+$6.08K	0.1%	145
2017 Q4	$260K	Sell	2,464 -960	-28%	-$102K	0.1%	143
2017 Q3	$365K	Buy	3,424 +903	+36%	+$96.8K	0.15%	100
2017 Q2	$269K	Sell	2,521 -31	-1%	-$3.31K	0.11%	120
2017 Q1	$270K	Buy	2,552 +256	+11%	+$26.9K	0.12%	112
2016 Q4	$241K	Buy	2,296 +309	+16%	+$33.2K	0.12%	113
2016 Q3	$222K	Buy	+1,987	New	+$223K	0.12%	102

Other funds holding IEF

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

StrategIQ Financial Group's IEF Position: Q2 2023 in Review

StrategIQ Financial Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2023, closing a stake of 2,136 shares — an estimated $212K sold.

StrategIQ Financial Group first reported a position in IEF in Q3 2016 and held it in 10 quarters. The position peaked at $522K in Q4 2020. 800 funds tracked by Wall St. Rank hold IEF as of Q2 2023.

StrategIQ Financial Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
StrategIQ Financial Group sold 2,136 iShares 7-10 Year Treasury Bond ETF shares in Q2 2023, an estimated $212K.
StrategIQ Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2016 and held it in 10 quarters.
StrategIQ Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $522K in Q4 2020.
800 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2023.

Based on StrategIQ Financial Group's 13F filing for Q2 2023, filed 18 Jul 2023.