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

CWA Asset Management 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
-2,555
Closed -$234K – 434
2023
Q3 		$234K Sell
2,555
-13,468
-84% -$1.27M 0.02% 321
2023
Q2 		$1.55M Buy
16,023
+2,505
+19% +$246K 0.11% 118
2023
Q1 		$1.34M Buy
13,518
+355
+3% +$34.7K 0.1% 119
2022
Q4 		$1.26M Sell
13,163
-10,289
-44% -$988K 0.1% 130
2022
Q3 		$2.25M Buy
23,452
+1,056
+5% +$107K 0.22% 81
2022
Q2 		$2.29M Buy
+22,396
New +$2.3M 0.21% 86
2022
Q1 		– Sell
-2,640
Closed -$304K – 309
2021
Q4 		$304K Sell
2,640
-2
-0.1% -$230 0.02% 228
2021
Q3 		$304K Sell
2,642
-487
-16% -$56.9K 0.02% 221
2021
Q2 		$361K Sell
3,129
-305
-9% -$34.9K 0.03% 200
2021
Q1 		$388K Sell
3,434
-5,073
-60% -$591K 0.04% 190
2020
Q4 		$1.02M Sell
8,507
-20,295
-70% -$2.44M 0.11% 122
2020
Q3 		$3.51M Buy
28,802
+1,843
+7% +$225K 0.47% 56
2020
Q2 		$3.29M Buy
26,959
+3,487
+15% +$424K 0.58% 48
2020
Q1 		$2.85M Buy
+23,472
New +$2.7M 0.54% 53

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 22.9% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CWA Asset Management Group's IEF Position: Q4 2023 in Review

CWA Asset Management Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2023, closing a stake of 2,555 shares — an estimated $234K sold.

CWA Asset Management Group first reported a position in IEF in Q1 2020 and held it in 14 quarters. The position peaked at $3.51M in Q3 2020. 908 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

  • CWA Asset Management Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • CWA Asset Management Group sold 2,555 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $234K.
  • CWA Asset Management Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and held it in 14 quarters.
  • CWA Asset Management Group's iShares 7-10 Year Treasury Bond ETF position peaked at $3.51M in Q3 2020.
  • 908 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on CWA Asset Management Group's 13F filing for Q4 2023, filed 13 Feb 2024.