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

Cornerstone 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 Q2	–	Sell	-243	Closed	-$24.1K	–	141
2023 Q1	$24.1K	Buy	243 +23	+10%	+$2.25K	0.01%	122
2022 Q4	$21.1K	Hold	220	–	–	0.01%	129
2022 Q3	$21.1K	Hold	220	–	–	0.01%	127
2022 Q2	$22.5K	Hold	220	–	–	0.01%	135
2022 Q1	$23.6K	Hold	220	–	–	0.01%	136
2021 Q4	$25.3K	Buy	+220	New	+$25.3K	0.01%	118
2018 Q2	–	Sell	-2,928	Closed	-$302K	–	51
2018 Q1	$302K	Sell	2,928 -13,034	-82%	-$1.34M	0.17%	46
2017 Q4	$1.69M	Sell	15,962 -4,338	-21%	-$460K	0.85%	17
2017 Q3	$2.16M	Sell	20,300 -87	-0.4%	-$9.32K	1.12%	14
2017 Q2	$2.17M	Buy	20,387 +1,705	+9%	+$182K	1.15%	14
2017 Q1	$1.97M	Buy	18,682 +2,832	+18%	+$297K	1.01%	13
2016 Q4	$1.66M	Sell	15,850 -204	-1%	-$21.9K	0.95%	14
2016 Q3	$1.8M	Sell	16,054 -248	-2%	-$27.8K	1.05%	11
2016 Q2	$1.84M	Buy	16,302 +11,931	+273%	+$1.32M	1.11%	11
2016 Q1	$482K	Buy	4,371 +653	+18%	+$71.2K	0.3%	28
2015 Q4	$393K	Hold	3,718	–	–	0.26%	31
2015 Q3	$401K	Hold	3,718	–	–	0.3%	32
2015 Q2	$390K	Hold	3,718	–	–	0.28%	32
2015 Q1	$403K	Sell	3,718 -165	-4%	-$17.8K	0.31%	33
2014 Q4	$412K	Buy	+3,883	New	+$410K	0.32%	32

Other funds holding IEF

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Cornerstone Management's IEF Position: Q2 2023 in Review

Cornerstone Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2023, closing a stake of 243 shares — an estimated $24.1K sold.

Cornerstone Management first reported a position in IEF in Q4 2014 and held it in 20 quarters. The position peaked at $2.17M in Q2 2017. 800 funds tracked by Wall St. Rank hold IEF as of Q2 2023.

Cornerstone Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Cornerstone Management sold 243 iShares 7-10 Year Treasury Bond ETF shares in Q2 2023, an estimated $24.1K.
Cornerstone Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and held it in 20 quarters.
Cornerstone Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2.17M in Q2 2017.
800 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2023.

Based on Cornerstone Management's 13F filing for Q2 2023, filed 10 Aug 2023.