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

Curi Wealth 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
Q3 		– Sell
-153
Closed -$16K – 423
2022
Q2 		$16K Buy
+153
New +$15.7K ﹤0.01% 328

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Curi Wealth Management's IEF Position: Q3 2022 in Review

Curi Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2022, closing a stake of 153 shares — an estimated $16K sold.

Curi Wealth Management first reported a position in IEF in Q2 2022 and held it in 1 quarter. The position peaked at $16K in Q2 2022. 714 funds tracked by Wall St. Rank hold IEF as of Q3 2022.

  • Curi Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 153 iShares 7-10 Year Treasury Bond ETF shares in Q3 2022, an estimated $16K.
  • Curi Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $16K in Q2 2022.
  • 714 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.