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Cassady Schiller Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cassady Schiller Wealth 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
-505
Closed -$46.3K – 449
2023
Q3 		$46.3K Hold
505
– – 0.03% 200
2023
Q2 		$48.8K Hold
505
– – 0.03% 201
2023
Q1 		$50.1K Hold
505
– – 0.02% 198
2022
Q4 		$48.4K Buy
+505
New +$48.5K 0.03% 197

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

Cassady Schiller Wealth Management's IEF Position: Q4 2023 in Review

Cassady Schiller Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2023, closing a stake of 505 shares — an estimated $46.3K sold.

Cassady Schiller Wealth Management first reported a position in IEF in Q4 2022 and held it in 4 quarters. The position peaked at $50.1K in Q1 2023. 907 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

  • Cassady Schiller Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 505 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $46.3K.
  • Cassady Schiller Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and held it in 4 quarters.
  • Cassady Schiller Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $50.1K in Q1 2023.
  • 907 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.