TCI Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

TCI Wealth 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
2023 Q1	–	Sell	-165	Closed	-$15.8K	–	2572
2022 Q4	$15.8K	Buy	165 +116	+237%	+$11.1K	﹤0.01%	809
2022 Q3	$5K	Sell	49 -20	-29%	-$2.03K	﹤0.01%	1464
2022 Q2	$7K	Buy	+69	New	+$7.08K	﹤0.01%	1246
2021 Q4	–	Sell	-26	Closed	-$3K	–	2393
2021 Q3	$3K	Buy	+26	New	+$3.04K	﹤0.01%	1943
2021 Q1	–	Sell	-62	Closed	-$7K	–	2192
2020 Q4	$7K	Buy	+62	New	+$7.46K	﹤0.01%	748
2020 Q1	–	Sell	-223	Closed	-$25K	–	1605
2019 Q4	$25K	Hold	223	–	–	0.01%	510
2019 Q3	$25K	Hold	223	–	–	0.01%	446
2019 Q2	$25K	Hold	223	–	–	0.01%	428
2019 Q1	$24K	Hold	223	–	–	0.01%	459
2018 Q4	$23K	Hold	223	–	–	0.01%	449
2018 Q3	$23K	Hold	223	–	–	0.01%	470
2018 Q2	$23K	Hold	223	–	–	0.01%	457
2018 Q1	$23K	Hold	223	–	–	0.01%	456
2017 Q4	$24K	Hold	223	–	–	0.01%	461
2017 Q3	$24K	Hold	223	–	–	0.01%	429
2017 Q2	$24K	Hold	223	–	–	0.01%	434
2017 Q1	$24K	Hold	223	–	–	0.01%	419
2016 Q4	$23K	Hold	223	–	–	0.01%	456
2016 Q3	$25K	Sell	223 -115	-34%	-$12.9K	0.01%	402
2016 Q2	$38K	Hold	338	–	–	0.02%	327
2016 Q1	$37K	Buy	338 +223	+194%	+$24.3K	0.02%	340
2015 Q4	$12K	Hold	115	–	–	0.01%	539
2015 Q3	$12K	Hold	115	–	–	0.01%	474
2015 Q2	$12K	Hold	115	–	–	0.01%	483
2015 Q1	$12K	Hold	115	–	–	0.01%	422
2014 Q4	$12K	Hold	115	–	–	0.01%	425
2014 Q3	$12K	Hold	115	–	–	0.01%	413
2014 Q2	$12K	Hold	115	–	–	0.01%	435
2014 Q1	$12K	Hold	115	–	–	0.01%	400
2013 Q4	$11K	Buy	+115	New	+$11.7K	0.01%	408

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

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

TCI Wealth Advisors's IEF Position: Q1 2023 in Review

TCI Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2023, closing a stake of 165 shares — an estimated $15.8K sold.

TCI Wealth Advisors first reported a position in IEF in Q4 2013 and held it in 30 quarters. The position peaked at $38K in Q2 2016. 781 funds tracked by Wall St. Rank hold IEF as of Q1 2023.

TCI Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 165 iShares 7-10 Year Treasury Bond ETF shares in Q1 2023, an estimated $15.8K.
TCI Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2013 and held it in 30 quarters.
TCI Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $38K in Q2 2016.
781 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.