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

Dentgroup’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 Q3	–	Sell	-3,491	Closed	-$337K	–	112
2023 Q2	$337K	Buy	+3,491	New	+$343K	0.24%	83
2023 Q1	–	Sell	-2,248	Closed	-$215K	–	109
2022 Q4	$215K	Sell	2,248 -2,265	-50%	-$218K	0.19%	99
2022 Q3	$428K	Buy	+4,513	New	+$458K	0.43%	58

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Dentgroup's IEF Position: Q3 2023 in Review

Dentgroup sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2023, closing a stake of 3,491 shares — an estimated $337K sold.

Dentgroup first reported a position in IEF in Q3 2022 and held it in 3 quarters. The position peaked at $428K in Q3 2022. 793 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

Dentgroup reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Dentgroup sold 3,491 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $337K.
Dentgroup first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and held it in 3 quarters.
Dentgroup's iShares 7-10 Year Treasury Bond ETF position peaked at $428K in Q3 2022.
793 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on Dentgroup's 13F filing for Q3 2023, filed 10 Oct 2023.