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Capasso Planning Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Capasso Planning Partners’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
-3,449
Closed -$316K – 104
2023
Q3 		$316K Sell
3,449
-464
-12% -$43.8K 0.17% 71
2023
Q2 		$378K Sell
3,913
-2,317
-37% -$228K 0.2% 68
2023
Q1 		$617K Sell
6,230
-502
-7% -$49.1K 0.36% 47
2022
Q4 		$645K Sell
6,732
-21
-0.3% -$2.02K 0.41% 44
2022
Q3 		$648K Buy
+6,753
New +$685K 0.45% 42

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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

Capasso Planning Partners's IEF Position: Q4 2023 in Review

Capasso Planning Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2023, closing a stake of 3,449 shares — an estimated $316K sold.

Capasso Planning Partners first reported a position in IEF in Q3 2022 and held it in 5 quarters. The position peaked at $648K in Q3 2022. 907 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

  • Capasso Planning Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Capasso Planning Partners sold 3,449 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $316K.
  • Capasso Planning Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and held it in 5 quarters.
  • Capasso Planning Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $648K in Q3 2022.
  • 907 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on Capasso Planning Partners's 13F filing for Q4 2023, filed 26 Jan 2024.