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W Advisors LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

W Advisors LLC’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
Q3 		– Sell
-3,605
Closed -$348K – 102
2023
Q2 		$348K Buy
3,605
+624
+21% +$61.3K 0.27% 73
2023
Q1 		$295K Sell
2,981
-281
-9% -$27.5K 0.24% 82
2022
Q4 		$312K Sell
3,262
-77
-2% -$7.39K 0.26% 80
2022
Q3 		$321K Buy
3,339
+492
+17% +$49.9K 0.3% 73
2022
Q2 		$291K Buy
2,847
+149
+6% +$15.3K 0.25% 78
2022
Q1 		$290K Buy
+2,698
New +$299K 0.22% 83

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

W Advisors LLC's IEF Position: Q3 2023 in Review

W Advisors LLC sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2023, closing a stake of 3,605 shares — an estimated $348K sold.

W Advisors LLC first reported a position in IEF in Q1 2022 and held it in 6 quarters. The position peaked at $348K in Q2 2023. 793 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

  • W Advisors LLC reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • W Advisors LLC sold 3,605 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $348K.
  • W Advisors LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and held it in 6 quarters.
  • W Advisors LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $348K in Q2 2023.
  • 793 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on W Advisors LLC's 13F filing for Q3 2023, filed 13 Nov 2023.