Wealth Management Solutions’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Wealth Management Solutions’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	$931K	Sell	10,160 -431	-4%	-$40.7K	0.64%	18
2023 Q2	$1.02M	Sell	10,591 -12,750	-55%	-$1.25M	0.67%	17
2023 Q1	$2.31M	Sell	23,341 -83,458	-78%	-$8.16M	1.33%	14
2022 Q4	$10.2M	Sell	106,799 -23,308	-18%	-$2.24M	5.38%	7
2022 Q3	$12.5M	Sell	130,107 -37,943	-23%	-$3.85M	7.28%	5
2022 Q2	$17.2M	Buy	168,050 +29,006	+21%	+$2.98M	9.68%	2
2022 Q1	$14.9M	Buy	+139,044	New	+$15.4M	7.77%	3

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wealth Management Solutions's IEF Position: Q3 2023 in Review

Wealth Management Solutions reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.1% in Q3 2023, selling an estimated $40.7K and leaving 10,160 shares worth $931K. The position accounts for 0.64% of the portfolio, ranked #18.

Wealth Management Solutions first reported a position in IEF in Q1 2022 and has held it in 7 quarters since. The position peaked at $17.2M in Q2 2022. 793 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

Wealth Management Solutions held 10,160 shares of iShares 7-10 Year Treasury Bond ETF worth $931K as of Q3 2023.
Wealth Management Solutions sold 431 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $40.7K.
iShares 7-10 Year Treasury Bond ETF made up 0.64% of Wealth Management Solutions's portfolio in Q3 2023, its #18 holding.
Wealth Management Solutions first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and has held it in 7 quarters since.
Wealth Management Solutions's iShares 7-10 Year Treasury Bond ETF position peaked at $17.2M in Q2 2022.
793 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.