Antonetti Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Antonetti Capital 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
2023 Q3	$5.48M	Sell	59,869 -2,211	-4%	-$209K	8.57%	3
2023 Q2	$6M	Buy	62,080 +45	+0.1%	+$4.42K	8.64%	3
2023 Q1	$6.15M	Buy	62,035 +12,180	+24%	+$1.19M	8.93%	3
2022 Q4	$4.78M	Buy	49,855 +2,400	+5%	+$230K	6.53%	3
2022 Q3	$4.55M	Buy	47,455 +3,100	+7%	+$315K	5.24%	4
2022 Q2	$4.54M	Sell	44,355 -900	-2%	-$92.4K	4.77%	5
2022 Q1	$4.86M	Sell	45,255 -155	-0.3%	-$17.2K	4.57%	5
2021 Q4	$5.22M	Sell	45,410 -3,225	-7%	-$371K	4.09%	5
2021 Q3	$5.6M	Buy	+48,635	New	+$5.69M	4.57%	5

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

Antonetti Capital Management's IEF Position: Q3 2023 in Review

Antonetti Capital Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.6% in Q3 2023, selling an estimated $209K and leaving 59,869 shares worth $5.48M. The position accounts for 8.57% of the portfolio, ranked #3.

Antonetti Capital Management first reported a position in IEF in Q3 2021 and has held it in 9 quarters since. The position peaked at $6.15M in Q1 2023. 793 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

Antonetti Capital Management held 59,869 shares of iShares 7-10 Year Treasury Bond ETF worth $5.48M as of Q3 2023.
Antonetti Capital Management sold 2,211 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $209K.
iShares 7-10 Year Treasury Bond ETF made up 8.57% of Antonetti Capital Management's portfolio in Q3 2023, its #3 holding.
Antonetti Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2021 and has held it in 9 quarters since.
Antonetti Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $6.15M in Q1 2023.
793 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.