Centerpoint Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Centerpoint Advisors’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 Q3	–	Sell	-1,622	Closed	-$157K	–	586
2023 Q2	$157K	Hold	1,622	–	–	0.06%	106
2023 Q1	$161K	Buy	+1,622	New	+$159K	0.07%	104
2020 Q2	–	Sell	-110	Closed	-$13K	–	281
2020 Q1	$13K	Hold	110	–	–	0.01%	132
2019 Q4	$12K	Buy	+110	New	+$12.3K	0.01%	159

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Centerpoint Advisors's IEF Position: Q3 2023 in Review

Centerpoint Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2023, closing a stake of 1,622 shares — an estimated $157K sold.

Centerpoint Advisors first reported a position in IEF in Q4 2019 and held it in 4 quarters. The position peaked at $161K in Q1 2023. 793 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

Centerpoint Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Centerpoint Advisors sold 1,622 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $157K.
Centerpoint Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and held it in 4 quarters.
Centerpoint Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $161K in Q1 2023.
793 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on Centerpoint Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.