Baker Avenue Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Baker Avenue Asset 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 Q4	–	Sell	-264	Closed	-$24.2K	–	884
2023 Q3	$24.2K	Sell	264 -43	-14%	-$4.06K	﹤0.01%	624
2023 Q2	$29.7K	Buy	307 +43	+16%	+$4.23K	﹤0.01%	598
2023 Q1	$26.2K	Hold	264	–	–	﹤0.01%	620
2022 Q4	$25.3K	Buy	+264	New	+$25.4K	﹤0.01%	579
2018 Q4	–	Sell	-2,732	Closed	-$276K	–	261
2018 Q3	$276K	Buy	+2,732	New	+$279K	0.02%	228

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

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

Baker Avenue Asset Management's IEF Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2023, closing a stake of 264 shares — an estimated $24.2K sold.

Baker Avenue Asset Management first reported a position in IEF in Q3 2018 and held it in 5 quarters. The position peaked at $276K in Q3 2018. 907 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

Baker Avenue Asset Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 264 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $24.2K.
Baker Avenue Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2018 and held it in 5 quarters.
Baker Avenue Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $276K in Q3 2018.
907 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.