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

Ten Capital 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 Q2	$304K	Hold	3,156	–	–	0.09%	98
2023 Q1	$313K	Buy	+3,156	New	+$309K	0.1%	72

Other funds holding IEF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Ten Capital Wealth Advisors's IEF Position: Q2 2023 in Review

Ten Capital Wealth Advisors held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2023 at 3,156 shares worth $304K. The position accounts for 0.09% of the portfolio, ranked #98.

Ten Capital Wealth Advisors first reported a position in IEF in Q1 2023 and has held it in 2 quarters since. The position peaked at $313K in Q1 2023. 801 funds tracked by Wall St. Rank hold IEF as of Q2 2023.

Ten Capital Wealth Advisors held 3,156 shares of iShares 7-10 Year Treasury Bond ETF worth $304K as of Q2 2023.
Ten Capital Wealth Advisors left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2023.
iShares 7-10 Year Treasury Bond ETF made up 0.09% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #98 holding.
Ten Capital Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 2 quarters since.
Ten Capital Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $313K in Q1 2023.
801 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.