Alhambra Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Alhambra Investment Management’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
2024 Q2	–	Sell	-26,787	Closed	-$2.54M	–	177
2024 Q1	$2.54M	Buy	26,787 +709	+3%	+$67.2K	1.39%	15
2023 Q4	$2.51M	Sell	26,078 -1,585	-6%	-$147K	1.49%	12
2023 Q3	$2.53M	Sell	27,663 -2,473	-8%	-$233K	1.67%	10
2023 Q2	$2.91M	Sell	30,136 -472	-2%	-$46.4K	1.92%	9
2023 Q1	$3.03M	Buy	30,608 +1,675	+6%	+$164K	2.08%	9
2022 Q4	$2.77M	Sell	28,933 -218	-0.7%	-$20.9K	2.02%	9
2022 Q3	$2.8M	Sell	29,151 -118	-0.4%	-$12K	2.13%	7
2022 Q2	$2.99M	Buy	29,269 +26,495	+955%	+$2.72M	2.17%	7
2022 Q1	$298K	Buy	+2,774	New	+$308K	0.2%	123

Other funds holding IEF

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RJA

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

Alhambra Investment Management's IEF Position: Q2 2024 in Review

Alhambra Investment Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2024, closing a stake of 26,787 shares — an estimated $2.54M sold.

Alhambra Investment Management first reported a position in IEF in Q1 2022 and held it in 9 quarters. The position peaked at $3.03M in Q1 2023. 903 funds tracked by Wall St. Rank hold IEF as of Q2 2024.

Alhambra Investment Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Alhambra Investment Management sold 26,787 iShares 7-10 Year Treasury Bond ETF shares in Q2 2024, an estimated $2.54M.
Alhambra Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and held it in 9 quarters.
Alhambra Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $3.03M in Q1 2023.
903 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2024.

Based on Alhambra Investment Management's 13F filing for Q2 2024, filed 15 Jul 2024.