Credit Suisse’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Credit Suisse’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 Q1	–	Sell	-1,022,600	Closed	-$118M	–	3948
2021 Q4	$118M	Sell	1,022,600 -400,000	-28%	-$46M	0.06%	323
2021 Q3	$164M	Sell	1,422,600 -47,000	-3%	-$5.5M	0.09%	218
2021 Q2	$170M	Buy	1,469,600 +1,027,000	+232%	+$118M	0.09%	216
2021 Q1	$50M	Buy	442,600 +292,600	+195%	+$34.1M	0.03%	702
2020 Q4	$18M	Hold	150,000	–	–	0.01%	1228
2020 Q3	$18.3M	Hold	150,000	–	–	0.01%	1076
2020 Q2	$18.3M	Hold	150,000	–	–	0.01%	990
2020 Q1	$18.2M	Sell	150,000 -307,500	-67%	-$35.4M	0.02%	887
2019 Q4	$50.4M	Sell	457,500 -92,500	-17%	-$10.3M	0.04%	552
2019 Q3	$61.9M	Buy	550,000 +450,000	+450%	+$50.2M	0.05%	384
2019 Q2	$11M	Buy	+100,000	New	+$10.7M	0.01%	1255
2018 Q3	–	Sell	-405,600	Closed	-$41.6M	–	3873
2018 Q2	$41.6M	Buy	+405,600	New	+$41.3M	0.04%	460
2018 Q1	–	Sell	-41,200	Closed	-$4.35M	–	4042
2017 Q4	$4.35M	Hold	41,200	–	–	﹤0.01%	1869
2017 Q3	$4.39M	Hold	41,200	–	–	﹤0.01%	1868
2017 Q2	$4.39M	Buy	+41,200	New	+$4.4M	﹤0.01%	1714
2015 Q2	–	Sell	-25,000	Closed	-$2.71M	–	4575
2015 Q1	$2.71M	Buy	+25,000	New	+$2.7M	﹤0.01%	2140
2014 Q1	–	Sell	-586,400	Closed	-$58.2M	–	4757
2013 Q4	$58.2M	Buy	586,400 +395,600	+207%	+$40.1M	0.05%	358
2013 Q3	$19.5M	Sell	190,800 -13,600	-7%	-$1.37M	0.02%	756
2013 Q2	$21M	Buy	+204,400	New	+$21.8M	0.02%	738

Other funds holding IEF

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

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

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

Credit Suisse's IEF Position: Q1 2024 in Review

Credit Suisse increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 348% in Q1 2024, buying an estimated $1.47M and bringing the position to 19,959 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1890.

Credit Suisse first reported a position in IEF in Q2 2013 and has held it in 44 quarters since. The position peaked at $304M in Q3 2015. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

Credit Suisse held 19,959 shares of iShares 7-10 Year Treasury Bond ETF worth $1.89M as of Q1 2024.
Credit Suisse bought 15,499 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $1.47M.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #1890 holding.
Credit Suisse first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 44 quarters since.
Credit Suisse's iShares 7-10 Year Treasury Bond ETF position peaked at $304M in Q3 2015.
900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.