Tranquilli Financial Advisor’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Tranquilli Financial Advisor’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	-4,769	Closed	-$458K	–	82
2022 Q3	$458K	Sell	4,769 -1,101	-19%	-$112K	0.36%	28
2022 Q2	$601K	Sell	5,870 -11,375	-66%	-$1.17M	0.46%	26
2022 Q1	$1.85M	Buy	17,245 +7,155	+71%	+$794K	1.32%	27
2021 Q4	$1.16M	Buy	+10,090	New	+$1.16M	0.81%	35
2021 Q2	–	Sell	-20,199	Closed	-$2.28M	–	81
2021 Q1	$2.28M	Buy	20,199 +12,409	+159%	+$1.45M	1.84%	24
2020 Q4	$934K	Buy	+7,790	New	+$937K	0.85%	37

Other funds holding IEF

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tranquilli Financial Advisor's IEF Position: Q4 2022 in Review

Tranquilli Financial Advisor sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2022, closing a stake of 4,769 shares — an estimated $458K sold.

Tranquilli Financial Advisor first reported a position in IEF in Q4 2020 and held it in 6 quarters. The position peaked at $2.28M in Q1 2021. 727 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

Tranquilli Financial Advisor reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Tranquilli Financial Advisor sold 4,769 iShares 7-10 Year Treasury Bond ETF shares in Q4 2022, an estimated $458K.
Tranquilli Financial Advisor first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 6 quarters.
Tranquilli Financial Advisor's iShares 7-10 Year Treasury Bond ETF position peaked at $2.28M in Q1 2021.
727 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on Tranquilli Financial Advisor's 13F filing for Q4 2022, filed 8 Feb 2023.