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

Cornerstone Wealth 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 Q4	–	Sell	-21,171	Closed	-$1.94M	–	149
2023 Q3	$1.94M	Buy	21,171 +385	+2%	+$36.3K	0.34%	82
2023 Q2	$2.01M	Buy	20,786 +735	+4%	+$72.3K	0.36%	79
2023 Q1	$1.99M	Buy	20,051 +3,643	+22%	+$356K	0.35%	87
2022 Q4	$1.57M	Buy	+16,408	New	+$1.58M	0.3%	78

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

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

Cornerstone Wealth Group's IEF Position: Q4 2023 in Review

Cornerstone Wealth Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2023, closing a stake of 21,171 shares — an estimated $1.94M sold.

Cornerstone Wealth Group first reported a position in IEF in Q4 2022 and held it in 4 quarters. The position peaked at $2.01M in Q2 2023. 907 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

Cornerstone Wealth Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Cornerstone Wealth Group sold 21,171 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $1.94M.
Cornerstone Wealth Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and held it in 4 quarters.
Cornerstone Wealth Group's iShares 7-10 Year Treasury Bond ETF position peaked at $2.01M in Q2 2023.
907 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on Cornerstone Wealth Group's 13F filing for Q4 2023, filed 29 Jan 2024.