Cary Street Partners Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cary Street Partners 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 Q1	–	Sell	-344	Closed	-$32.9K	–	416
2022 Q4	$32.9K	Buy	+344	New	+$33K	0.01%	289
2022 Q2	–	Sell	-14,009	Closed	-$1.51M	–	161
2022 Q1	$1.51M	Buy	14,009 +11,514	+461%	+$1.28M	0.3%	80
2021 Q4	$287K	Buy	+2,495	New	+$287K	0.06%	151

Other funds holding IEF

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

Cary Street Partners Asset Management's IEF Position: Q1 2023 in Review

Cary Street Partners Asset Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2023, closing a stake of 344 shares — an estimated $32.9K sold.

Cary Street Partners Asset Management first reported a position in IEF in Q4 2021 and held it in 3 quarters. The position peaked at $1.51M in Q1 2022. 782 funds tracked by Wall St. Rank hold IEF as of Q1 2023.

Cary Street Partners Asset Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Cary Street Partners Asset Management sold 344 iShares 7-10 Year Treasury Bond ETF shares in Q1 2023, an estimated $32.9K.
Cary Street Partners Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 3 quarters.
Cary Street Partners Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.51M in Q1 2022.
782 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2023.

Based on Cary Street Partners Asset Management's 13F filing for Q1 2023, filed 12 May 2023.