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TFG Advisers’s
iShares 7-10 Year Treasury Bond ETF
IEF
Stock Holding History
TFG Advisers’s Portfolio
IEF Stock Details
IEF Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-2,909
Closed
-$279K
–
200
2022
Q4
$279K
Sell
2,909
-196
-6%
-$18.8K
0.14%
153
2022
Q3
$298K
Sell
3,105
-69
-2%
-$7K
0.17%
137
2022
Q2
$325K
Buy
3,174
+7
+0.2%
+$718
0.17%
128
2022
Q1
$340K
Sell
3,167
-2
-0.1%
-$222
0.16%
141
2021
Q4
$364K
Sell
3,169
-28
-0.9%
-$3.22K
0.16%
144
2021
Q3
$368K
Sell
3,197
-62
-2%
-$7.25K
0.18%
135
2021
Q2
$376K
Buy
3,259
+5
+0.2%
+$572
0.18%
133
2021
Q1
$368K
Sell
3,254
-796
-20%
-$92.7K
0.19%
127
2020
Q4
$485K
Buy
4,050
+56
+1%
+$6.74K
0.25%
101
2020
Q3
$486K
Buy
3,994
+293
+8%
+$35.7K
0.28%
96
2020
Q2
$451K
Buy
3,701
+4
+0.1%
+$486
0.29%
96
2020
Q1
$449K
Buy
3,697
+111
+3%
+$12.8K
0.36%
84
2019
Q4
$395K
Sell
3,586
-132
-4%
-$14.7K
0.22%
109
2019
Q3
$418K
Sell
3,718
-106
-3%
-$11.8K
0.28%
101
2019
Q2
$420K
Sell
3,824
-55
-1%
-$5.89K
0.29%
101
2019
Q1
$413K
Sell
3,879
-229
-6%
-$23.9K
0.3%
100
2018
Q4
$428K
Buy
+4,108
New
+$416K
0.36%
88
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
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
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
CCMG
Clark Capital Management Group
Philadelphia, Pennsylvania
$16.2B AUM
29.8%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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