Tarbox Family Office’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Tarbox Family Office’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	-123	Closed	-$13K	–	528
2022 Q1	$13K	Buy	123 +1	+0.8%	+$111	﹤0.01%	347
2021 Q4	$14K	Hold	122	–	–	﹤0.01%	407
2021 Q3	$14K	Hold	122	–	–	﹤0.01%	435
2021 Q2	$14K	Hold	122	–	–	﹤0.01%	432
2021 Q1	$14K	Hold	122	–	–	﹤0.01%	375
2020 Q4	$15K	Hold	122	–	–	﹤0.01%	341
2020 Q3	$15K	Hold	122	–	–	﹤0.01%	327
2020 Q2	$15K	Buy	+122	New	+$14.8K	﹤0.01%	309
2016 Q2	–	Sell	-140	Closed	-$15K	–	575
2016 Q1	$15K	Buy	+140	New	+$15.3K	0.01%	208

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

Tarbox Family Office's IEF Position: Q2 2022 in Review

Tarbox Family Office sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2022, closing a stake of 123 shares — an estimated $13K sold.

Tarbox Family Office first reported a position in IEF in Q1 2016 and held it in 9 quarters. The position peaked at $15K in Q4 2020. 699 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

Tarbox Family Office reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 123 iShares 7-10 Year Treasury Bond ETF shares in Q2 2022, an estimated $13K.
Tarbox Family Office first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and held it in 9 quarters.
Tarbox Family Office's iShares 7-10 Year Treasury Bond ETF position peaked at $15K in Q4 2020.
699 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.