Aberdeen Group
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Aberdeen Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Aberdeen Group’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
-21,683
Closed -$2.09M – 910
2023
Q2 		$2.09M Hold
21,683
– – ﹤0.01% 716
2023
Q1 		$2.15M Sell
21,683
-2,917
-12% -$285K 0.01% 714
2022
Q4 		$2.36M Sell
24,600
-36,771
-60% -$3.53M 0.01% 686
2022
Q3 		$5.89M Buy
+61,371
New +$6.23M 0.02% 523

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

Aberdeen Group's IEF Position: Q3 2023 in Review

Aberdeen Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2023, closing a stake of 21,683 shares — an estimated $2.09M sold.

Aberdeen Group first reported a position in IEF in Q3 2022 and held it in 4 quarters. The position peaked at $5.89M in Q3 2022. 793 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

  • Aberdeen Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Aberdeen Group sold 21,683 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $2.09M.
  • Aberdeen Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and held it in 4 quarters.
  • Aberdeen Group's iShares 7-10 Year Treasury Bond ETF position peaked at $5.89M in Q3 2022.
  • 793 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on Aberdeen Group's 13F filing for Q3 2023, filed 7 Nov 2023.