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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
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TFG Advisers's IEF Position: Q1 2023 in Review

TFG Advisers sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2023, closing a stake of 2,909 shares — an estimated $279K sold.

TFG Advisers first reported a position in IEF in Q4 2018 and held it in 17 quarters. The position peaked at $486K in Q3 2020. 781 funds tracked by Wall St. Rank hold IEF as of Q1 2023.

  • TFG Advisers reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • TFG Advisers sold 2,909 iShares 7-10 Year Treasury Bond ETF shares in Q1 2023, an estimated $279K.
  • TFG Advisers first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and held it in 17 quarters.
  • TFG Advisers's iShares 7-10 Year Treasury Bond ETF position peaked at $486K in Q3 2020.
  • 781 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2023.

Based on TFG Advisers's 13F filing for Q1 2023, filed 2 May 2023.