Ciovacco Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Ciovacco Capital 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 Q3	–	Sell	-12,411	Closed	-$1.2M	–	25
2023 Q2	$1.2M	Sell	12,411 -458	-4%	-$45K	0.97%	16
2023 Q1	$1.27M	Sell	12,869 -1,078	-8%	-$105K	1.95%	13
2022 Q4	$1.33M	Sell	13,947 -80	-0.6%	-$7.68K	6.91%	7
2022 Q3	$1.35M	Buy	14,027 +10,879	+346%	+$1.1M	6.55%	9
2022 Q2	$322K	Sell	3,148 -90	-3%	-$9.23K	0.95%	19
2022 Q1	$348K	Sell	3,238 -34	-1%	-$3.77K	0.31%	17
2021 Q4	$376K	Sell	3,272 -39,455	-92%	-$4.54M	0.23%	22
2021 Q3	$4.92M	Buy	42,727 +37,769	+762%	+$4.42M	3.38%	7
2021 Q2	$573K	Sell	4,958 -48	-1%	-$5.49K	0.41%	19
2021 Q1	$565K	Buy	5,006 +544	+12%	+$63.4K	0.46%	24
2020 Q4	$535K	Buy	+4,462	New	+$537K	0.46%	27

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

Ciovacco Capital Management's IEF Position: Q3 2023 in Review

Ciovacco Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2023, closing a stake of 12,411 shares — an estimated $1.2M sold.

Ciovacco Capital Management first reported a position in IEF in Q4 2020 and held it in 11 quarters. The position peaked at $4.92M in Q3 2021. 793 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

Ciovacco Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Ciovacco Capital Management sold 12,411 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $1.2M.
Ciovacco Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 11 quarters.
Ciovacco Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $4.92M in Q3 2021.
793 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on Ciovacco Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.