Comerica Securities’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Comerica Securities’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	$314K	Buy	3,432 +13	+0.4%	+$1.23K	0.03%	351
2023 Q2	$330K	Buy	3,419 +53	+2%	+$5.21K	0.02%	363
2023 Q1	$334K	Sell	3,366 -3,447	-51%	-$337K	0.02%	362
2022 Q4	$653K	Buy	+6,813	New	+$654K	0.05%	271
2021 Q1	–	Sell	-9,316	Closed	-$1.12M	–	515
2020 Q4	$1.12M	Buy	9,316 +453	+5%	+$54.5K	0.09%	187
2020 Q3	$1.08M	Buy	8,863 +2,548	+40%	+$311K	0.1%	175
2020 Q2	$770K	Sell	6,315 -29,326	-82%	-$3.56M	0.07%	213
2020 Q1	$4.33M	Buy	+35,641	New	+$4.1M	0.49%	65
2019 Q1	–	Sell	-13,440	Closed	-$1.4M	–	431
2018 Q4	$1.4M	Buy	+13,440	New	+$1.36M	0.19%	134
2018 Q3	–	Sell	-8,204	Closed	-$841K	–	427
2018 Q2	$841K	Buy	8,204 +767	+10%	+$78.1K	0.1%	217
2018 Q1	$767K	Sell	7,437 -21,671	-74%	-$2.23M	0.1%	222
2017 Q4	$3.07M	Buy	29,108 +15,913	+121%	+$1.69M	0.39%	73
2017 Q3	$1.41M	Buy	13,195 +5,559	+73%	+$596K	0.19%	141
2017 Q2	$814K	Buy	7,636 +3,400	+80%	+$363K	0.12%	197
2017 Q1	$447K	Buy	+4,236	New	+$445K	0.07%	263

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

Comerica Securities's IEF Position: Q3 2023 in Review

Comerica Securities increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.38% in Q3 2023, buying an estimated $1.23K and bringing the position to 3,432 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #351.

Comerica Securities first reported a position in IEF in Q1 2017 and has held it in 15 quarters since. The position peaked at $4.33M in Q1 2020. 793 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

Comerica Securities held 3,432 shares of iShares 7-10 Year Treasury Bond ETF worth $314K as of Q3 2023.
Comerica Securities bought 13 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $1.23K.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Comerica Securities's portfolio in Q3 2023, its #351 holding.
Comerica Securities first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2017 and has held it in 15 quarters since.
Comerica Securities's iShares 7-10 Year Treasury Bond ETF position peaked at $4.33M in Q1 2020.
793 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on Comerica Securities's 13F filing for Q3 2023, filed 26 Oct 2023.