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Tevis Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Tevis Investment Management’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
Q4 		– Sell
-195
Closed -$19K – 129
2022
Q3 		$19K Hold
195
– – 0.02% 285
2022
Q2 		$20K Hold
195
– – 0.02% 279
2022
Q1 		$21K Sell
195
-94
-33% -$10.4K 0.02% 282
2021
Q4 		$34K Buy
+289
New +$33.2K 0.03% 255

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Fisher Asset Management
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BlackRock
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Bank of America
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Ameriprise
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return