Epic Trust Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Epic Trust Investment Advisors’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 Q2	–	Sell	-2,363	Closed	-$2.34M	–	109
2023 Q1	$2.34M	Sell	2,363 -980	-29%	-$95.8K	2.86%	6
2022 Q4	$320K	Sell	3,343 -347	-9%	-$33.3K	0.48%	66
2022 Q3	$354K	Buy	3,690 +1,505	+69%	+$153K	0.49%	61
2022 Q2	$224K	Sell	2,185 -6,129	-74%	-$629K	0.42%	57
2022 Q1	$894K	Sell	8,314 -451	-5%	-$50.1K	1.39%	20
2021 Q4	$1.01M	Buy	+8,765	New	+$1.01M	1.46%	17

Other funds holding IEF

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Epic Trust Investment Advisors's IEF Position: Q2 2023 in Review

Epic Trust Investment Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2023, closing a stake of 2,363 shares — an estimated $2.34M sold.

Epic Trust Investment Advisors first reported a position in IEF in Q4 2021 and held it in 6 quarters. The position peaked at $2.34M in Q1 2023. 801 funds tracked by Wall St. Rank hold IEF as of Q2 2023.

Epic Trust Investment Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Epic Trust Investment Advisors sold 2,363 iShares 7-10 Year Treasury Bond ETF shares in Q2 2023, an estimated $2.34M.
Epic Trust Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 6 quarters.
Epic Trust Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $2.34M in Q1 2023.
801 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2023.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.