DBRC
IEF icon

D.B. Root & Company’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

D.B. Root & Company’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
-2,362
Closed -$216K – 169
2023
Q3 		$216K Buy
+2,362
New +$223K 0.08% 158

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

D.B. Root & Company's IEF Position: Q4 2023 in Review

D.B. Root & Company sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2023, closing a stake of 2,362 shares — an estimated $216K sold.

D.B. Root & Company first reported a position in IEF in Q3 2023 and held it in 1 quarter. The position peaked at $216K in Q3 2023. 907 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

  • D.B. Root & Company reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • D.B. Root & Company sold 2,362 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $216K.
  • D.B. Root & Company first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and held it in 1 quarter.
  • D.B. Root & Company's iShares 7-10 Year Treasury Bond ETF position peaked at $216K in Q3 2023.
  • 907 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on D.B. Root & Company's 13F filing for Q4 2023, filed 16 Jan 2024.