EF
IEF icon

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

Empirical Finance’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
Q1 		– Sell
-10,960
Closed -$1.26M – 481
2021
Q4 		$1.26M Sell
10,960
-8,372
-43% -$962K 0.15% 125
2021
Q3 		$2.23M Buy
+19,332
New +$2.26M 0.34% 56
2021
Q2 		– Sell
-34,062
Closed -$4.09M – 411
2021
Q1 		$4.09M Hold
34,062
– – 0.72% 20
2020
Q4 		$4.09M Sell
34,062
-8,926
-21% -$1.07M 0.72% 20
2020
Q3 		$5.24M Sell
42,988
-178
-0.4% -$21.7K 1.12% 12
2020
Q2 		$5.26M Sell
43,166
-3,166
-7% -$385K 1.35% 10
2020
Q1 		$5.63M Sell
46,332
-5,032
-10% -$579K 1.75% 9
2019
Q4 		$5.66M Sell
51,364
-1,524
-3% -$170K 1.38% 8
2019
Q3 		$5.95M Sell
52,888
-7,034
-12% -$785K 1.66% 8
2019
Q2 		$6.59M Sell
59,922
-6,371
-10% -$683K 1.81% 7
2019
Q1 		$7.07M Buy
66,293
+27,695
+72% +$2.9M 1.8% 7
2018
Q4 		$4.02M Buy
38,598
+1,934
+5% +$196K 1.19% 8
2018
Q3 		$3.71M Buy
+36,664
New +$3.74M 0.92% 11
2018
Q2 		– Sell
-66,293
Closed -$7.07M – 163
2018
Q1 		$7.07M Buy
66,293
+19,668
+42% +$2.03M 1.8% 7
2017
Q4 		$4.92M Buy
46,625
+7,499
+19% +$795K 1.62% 7
2017
Q3 		$4.17M Sell
39,126
-16,844
-30% -$1.8M 1.44% 6
2017
Q2 		$5.97M Buy
55,970
+37,183
+198% +$3.97M 2.29% 6
2017
Q1 		$1.98M Buy
18,787
+10,436
+125% +$1.1M 0.93% 20
2016
Q4 		$876K Buy
+8,351
New +$897K 0.59% 45

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Empirical Finance's IEF Position: Q1 2022 in Review

Empirical Finance sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2022, closing a stake of 10,960 shares — an estimated $1.26M sold.

Empirical Finance first reported a position in IEF in Q4 2016 and held it in 19 quarters. The position peaked at $7.07M in Q1 2019. 686 funds tracked by Wall St. Rank hold IEF as of Q1 2022.

  • Empirical Finance reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Empirical Finance sold 10,960 iShares 7-10 Year Treasury Bond ETF shares in Q1 2022, an estimated $1.26M.
  • Empirical Finance first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2016 and held it in 19 quarters.
  • Empirical Finance's iShares 7-10 Year Treasury Bond ETF position peaked at $7.07M in Q1 2019.
  • 686 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2022.

Based on Empirical Finance's 13F filing for Q1 2022, filed 21 Apr 2022.