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

Edenbrook Capital’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
-120,000
Closed -$12.3M – 16
2022
Q2 		$12.3M Buy
120,000
+20,000
+20% +$2.05M 3.35% 14
2022
Q1 		$10.7M Buy
100,000
+97,150
+3,409% +$10.8M 1.84% 19
2021
Q4 		$32.8M Sell
2,850
-496,150
-99% -$57M 4.66% 10
2021
Q3 		$57.5M Buy
499,000
+104,000
+26% +$12.2M 5.85% 6
2021
Q2 		$45.6M Sell
395,000
-1,037,500
-72% -$119M 4.52% 8
2021
Q1 		$162M Buy
+1,432,500
New +$167M 15.23% 1

Other funds holding IEF

Fisher Asset Management
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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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return