Colonial River Investments’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Colonial River Investments’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	-13,573	Closed	-$1.24M	–	204
2023 Q3	$1.24M	Buy	13,573 +102	+0.8%	+$9.62K	0.81%	37
2023 Q2	$1.3M	Sell	13,471 -80,612	-86%	-$7.92M	0.86%	31
2023 Q1	$9.33M	Buy	+94,083	New	+$9.2M	5.47%	1
2022 Q4	–	Sell	-20,388	Closed	-$1.96M	–	186
2022 Q3	$1.96M	Buy	20,388 +11,311	+125%	+$1.15M	1.36%	17
2022 Q2	$929K	Buy	9,077 +1,284	+16%	+$132K	0.61%	44
2022 Q1	$838K	Buy	+7,793	New	+$865K	0.48%	60

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 $424B AUM 22.94% 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

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

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

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

Colonial River Investments's IEF Position: Q4 2023 in Review

Colonial River Investments sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2023, closing a stake of 13,573 shares — an estimated $1.24M sold.

Colonial River Investments first reported a position in IEF in Q1 2022 and held it in 6 quarters. The position peaked at $9.33M in Q1 2023. 907 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

Colonial River Investments reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Colonial River Investments sold 13,573 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $1.24M.
Colonial River Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and held it in 6 quarters.
Colonial River Investments's iShares 7-10 Year Treasury Bond ETF position peaked at $9.33M in Q1 2023.
907 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on Colonial River Investments's 13F filing for Q4 2023, filed 23 Jan 2024.