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Carmel Capital Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Carmel Capital 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
-35
Closed -$3.19K – 401
2023
Q3 		$3.19K Hold
35
– – ﹤0.01% 596
2023
Q2 		$3.36K Hold
35
– – ﹤0.01% 336
2023
Q1 		$3.45K Buy
+35
New +$3.42K ﹤0.01% 382

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

Carmel Capital Partners's IEF Position: Q4 2023 in Review

Carmel Capital Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2023, closing a stake of 35 shares — an estimated $3.19K sold.

Carmel Capital Partners first reported a position in IEF in Q1 2023 and held it in 3 quarters. The position peaked at $3.45K in Q1 2023. 907 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

  • Carmel Capital Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 35 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $3.19K.
  • Carmel Capital Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $3.45K in Q1 2023.
  • 907 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.