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Coury Firm Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Coury Firm Asset 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 		– Sell
-2,149
Closed -$231K – 52
2022
Q1 		$231K Buy
+2,149
New +$238K 0.2% 55

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Envestnet Asset Management
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coury Firm Asset Management's IEF Position: Q2 2022 in Review

Coury Firm Asset Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2022, closing a stake of 2,149 shares — an estimated $231K sold.

Coury Firm Asset Management first reported a position in IEF in Q1 2022 and held it in 1 quarter. The position peaked at $231K in Q1 2022. 700 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

  • Coury Firm Asset Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Coury Firm Asset Management sold 2,149 iShares 7-10 Year Treasury Bond ETF shares in Q2 2022, an estimated $231K.
  • Coury Firm Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and held it in 1 quarter.
  • Coury Firm Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $231K in Q1 2022.
  • 700 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

Based on Coury Firm Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.