tru Independence’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

tru Independence’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 Q3	–	Sell	-11,340	Closed	-$1.16M	–	175
2022 Q2	$1.16M	Sell	11,340 -16,000	-59%	-$1.64M	0.37%	61
2022 Q1	$2.94M	Buy	27,340 +1,476	+6%	+$164K	0.8%	54
2021 Q4	$2.97M	Sell	25,864 -9,039	-26%	-$1.04M	0.81%	54
2021 Q3	$4.02M	Sell	34,903 -674	-2%	-$78.8K	1.12%	48
2021 Q2	$4.11M	Buy	35,577 +1,377	+4%	+$158K	1.21%	45
2021 Q1	$3.91M	Sell	34,200 -5,000	-13%	-$583K	0.74%	57
2020 Q4	$4.7M	Buy	+39,200	New	+$4.72M	8.54%	3
2020 Q3	–	Sell	-39,389	Closed	-$4.8K	–	579
2020 Q2	$4.8K	Buy	+39,389	New	+$4.79M	0.69%	33

Other funds holding IEF

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

tru Independence's IEF Position: Q3 2022 in Review

tru Independence sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2022, closing a stake of 11,340 shares — an estimated $1.16M sold.

tru Independence first reported a position in IEF in Q2 2020 and held it in 8 quarters. The position peaked at $4.7M in Q4 2020. 714 funds tracked by Wall St. Rank hold IEF as of Q3 2022.

tru Independence reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
tru Independence sold 11,340 iShares 7-10 Year Treasury Bond ETF shares in Q3 2022, an estimated $1.16M.
tru Independence first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and held it in 8 quarters.
tru Independence's iShares 7-10 Year Treasury Bond ETF position peaked at $4.7M in Q4 2020.
714 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2022.

Based on tru Independence's 13F filing for Q3 2022, filed 3 Nov 2022.