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

Cornerstone Retirement Group’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	$115M	Buy	1,257,747 +307,901	+32%	+$29M	32.94%	2
2023 Q2	$91.8M	Buy	949,846 +21,719	+2%	+$2.14M	25.36%	3
2023 Q1	$92M	Sell	928,127 -131,401	-12%	-$12.8M	26.98%	3
2022 Q4	$101M	Buy	1,059,528 +5,972	+0.6%	+$573K	30.41%	2
2022 Q3	$101M	Sell	1,053,556 -27,314	-3%	-$2.77M	30.7%	2
2022 Q2	$111M	Buy	1,080,870 +378,537	+54%	+$38.8M	31.64%	2
2022 Q1	$72.5M	Buy	+702,333	New	+$77.9M	13.61%	3

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

Cornerstone Retirement Group's IEF Position: Q3 2023 in Review

Cornerstone Retirement Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 32% in Q3 2023, buying an estimated $29M and bringing the position to 1,257,747 shares worth $115M. The position accounts for 32.94% of the portfolio, ranked #2.

Cornerstone Retirement Group first reported a position in IEF in Q1 2022 and has held it in 7 quarters since. 793 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

Cornerstone Retirement Group held 1,257,747 shares of iShares 7-10 Year Treasury Bond ETF worth $115M as of Q3 2023.
Cornerstone Retirement Group bought 307,901 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $29M.
iShares 7-10 Year Treasury Bond ETF made up 32.94% of Cornerstone Retirement Group's portfolio in Q3 2023, its #2 holding.
Cornerstone Retirement Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and has held it in 7 quarters since.
793 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on Cornerstone Retirement Group's 13F filing for Q3 2023, filed 26 Oct 2023.