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

Corbett Road 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
2022 Q2	$444K	Buy	+4,343	New	+$446K	0.76%	50
2020 Q1	–	Sell	-16,476	Closed	-$1.82M	–	87
2019 Q4	$1.82M	Buy	+16,476	New	+$1.84M	1.79%	16

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Corbett Road Capital Management's IEF Position: Q2 2022 in Review

Corbett Road Capital Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2022: 4,343 shares worth $444K. The stake represents 0.76% of the portfolio and ranks #50 among its holdings. This is a return to the name: Corbett Road Capital Management previously reported a position in IEF as recently as Q4 2019.

Corbett Road Capital Management first reported a position in IEF in Q4 2019 and has held it in 2 quarters since. The position peaked at $1.82M in Q4 2019. 699 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

Corbett Road Capital Management held 4,343 shares of iShares 7-10 Year Treasury Bond ETF worth $444K as of Q2 2022.
iShares 7-10 Year Treasury Bond ETF was a new Corbett Road Capital Management position in Q2 2022.
iShares 7-10 Year Treasury Bond ETF made up 0.76% of Corbett Road Capital Management's portfolio in Q2 2022, its #50 holding.
Corbett Road Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 2 quarters since.
Corbett Road Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.82M in Q4 2019.
699 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

Based on Corbett Road Capital Management's 13F filing for Q2 2022, filed 10 Aug 2022.