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

Cutler 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
2024
Q1 		$694K Sell
7,338
-7,856
-52% -$745K 0.23% 107
2023
Q4 		$1.46M Sell
15,194
-66,658
-81% -$6.16M 0.13% 159
2023
Q3 		$7.5M Buy
81,852
+71,153
+665% +$6.71M 0.77% 9
2023
Q2 		$1.03M Sell
10,699
-32,788
-75% -$3.22M 0.14% 166
2023
Q1 		$4.31M Buy
43,487
+19,866
+84% +$1.94M 0.45% 40
2022
Q4 		$2.26M Buy
23,621
+22,073
+1,426% +$2.12M 0.19% 114
2022
Q3 		$148K Sell
1,548
-53,437
-97% -$5.42M 0.01% 1135
2022
Q2 		$5.62M Sell
54,985
-57,259
-51% -$5.88M 0.39% 36
2022
Q1 		$12.1M Buy
112,244
+98,212
+700% +$10.9M 0.64% 12
2021
Q4 		$1.61M Buy
+14,032
New +$1.61M 0.07% 312
2021
Q3 		– Sell
-43,184
Closed -$5.05M – 5987
2021
Q2 		$4.99M Buy
43,184
+40,020
+1,265% +$4.58M 0.23% 76
2021
Q1 		$357K Buy
+3,164
New +$369K 0.02% 914
2020
Q4 		– Sell
-47,696
Closed -$5.74M – 5096
2020
Q3 		$5.81M Buy
47,696
+35,232
+283% +$4.3M 0.36% 50
2020
Q2 		$1.52M Buy
12,464
+3,454
+38% +$420K 0.1% 213
2020
Q1 		$1.09M Sell
9,010
-53,297
-86% -$6.13M 0.06% 320
2019
Q4 		$6.87M Buy
62,307
+39,963
+179% +$4.46M 0.42% 36
2019
Q3 		$2.51M Buy
22,344
+18,686
+511% +$2.08M 0.23% 58
2019
Q2 		$402K Buy
+3,658
New +$392K 0.04% 403
2019
Q1 		– Sell
-141,633
Closed -$14.8M – 4354
2018
Q4 		$14.8M Buy
141,633
+136,911
+2,899% +$13.9M 1.4% 9
2018
Q3 		$477K Buy
+4,722
New +$482K 0.03% 478
2017
Q4 		– Sell
-60,503
Closed -$6.42M – 5323
2017
Q3 		$6.44M Buy
60,503
+59,803
+8,543% +$6.41M 0.24% 56
2017
Q2 		$74K Sell
700
-144,842
-100% -$15.5M ﹤0.01% 2114
2017
Q1 		$15.4M Buy
145,542
+31,972
+28% +$3.36M 0.64% 26
2016
Q4 		$11.9M Buy
113,570
+112,470
+10,225% +$12.1M 0.43% 26
2016
Q3 		$123K Buy
+1,100
New +$123K 0.01% 1643
2016
Q1 		– Sell
-796
Closed -$86.8K – 6790
2015
Q4 		$84K Buy
+796
New +$84.9K ﹤0.01% 1928

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cutler Group's IEF Position: Q1 2024 in Review

Cutler Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 52% in Q1 2024, selling an estimated $745K and leaving 7,338 shares worth $694K. The position accounts for 0.23% of the portfolio, ranked #107.

Cutler Group first reported a position in IEF in Q4 2015 and has held it in 26 quarters since. The position peaked at $15.4M in Q1 2017. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

  • Cutler Group held 7,338 shares of iShares 7-10 Year Treasury Bond ETF worth $694K as of Q1 2024.
  • Cutler Group sold 7,856 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $745K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.23% of Cutler Group's portfolio in Q1 2024, its #107 holding.
  • Cutler Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and has held it in 26 quarters since.
  • Cutler Group's iShares 7-10 Year Treasury Bond ETF position peaked at $15.4M in Q1 2017.
  • 900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.