Adroit Compliance’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Adroit Compliance’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 Q4	$522K	Buy	+5,414	New	+$501K	0.11%	40

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 $424B AUM 22.94% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Adroit Compliance's IEF Position: Q4 2023 in Review

Adroit Compliance opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2023: 5,414 shares worth $522K. The stake represents 0.11% of the portfolio and ranks #40 among its holdings.

907 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

Adroit Compliance held 5,414 shares of iShares 7-10 Year Treasury Bond ETF worth $522K as of Q4 2023.
iShares 7-10 Year Treasury Bond ETF was a new Adroit Compliance position in Q4 2023.
iShares 7-10 Year Treasury Bond ETF made up 0.11% of Adroit Compliance's portfolio in Q4 2023, its #40 holding.
907 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.