TFO
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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 – 576
2016
Q1 		$15K Buy
+140
New +$15.3K 0.01% 208

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
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 $5.7T AUM 30.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B 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