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Wolf Group Capital Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Wolf Group Capital Advisors’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
-14,148
Closed -$1.36M – 124
2022
Q3 		$1.36M Hold
14,148
– – 0.74% 53
2022
Q2 		$1.45M Sell
14,148
-3,288
-19% -$337K 0.75% 52
2022
Q1 		$1.87M Sell
17,436
-35,757
-67% -$3.97M 0.96% 41
2021
Q4 		$6.12M Buy
53,193
+35,462
+200% +$4.08M 1% 34
2021
Q3 		$2.04M Sell
17,731
-196
-1% -$22.9K 1.11% 28
2021
Q2 		$2.07M Buy
17,927
+186
+1% +$21.3K 1.11% 30
2021
Q1 		$2M Buy
17,741
+965
+6% +$112K 1.15% 34
2020
Q4 		$2.01M Sell
16,776
-50
-0.3% -$6.01K 1.24% 25
2020
Q3 		$2.05M Buy
16,826
+207
+1% +$25.3K 1.43% 22
2020
Q2 		$2.02M Buy
16,619
+1,535
+10% +$187K 1.51% 24
2020
Q1 		$1.83M Sell
15,084
-2,486
-14% -$286K 1.53% 25
2019
Q4 		$1.94M Sell
17,570
-455
-3% -$50.7K 1.27% 33
2019
Q3 		$2.03M Sell
18,025
-2,176
-11% -$243K 1.39% 30
2019
Q2 		$2.22M Sell
20,201
-675
-3% -$72.3K 1.54% 26
2019
Q1 		$2.23M Sell
20,876
-1,458
-7% -$152K 1.53% 28
2018
Q4 		$2.33M Buy
22,334
+9,770
+78% +$990K 1.73% 21
2018
Q3 		$1.27M Sell
12,564
-5,142
-29% -$525K 0.83% 44
2018
Q2 		$1.81M Buy
+17,706
New +$1.8M 1.18% 34

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wolf Group Capital Advisors's IEF Position: Q4 2022 in Review

Wolf Group Capital Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2022, closing a stake of 14,148 shares — an estimated $1.36M sold.

Wolf Group Capital Advisors first reported a position in IEF in Q2 2018 and held it in 18 quarters. The position peaked at $6.12M in Q4 2021. 726 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

  • Wolf Group Capital Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 14,148 iShares 7-10 Year Treasury Bond ETF shares in Q4 2022, an estimated $1.36M.
  • Wolf Group Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2018 and held it in 18 quarters.
  • Wolf Group Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $6.12M in Q4 2021.
  • 726 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on Wolf Group Capital Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.