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Evensky & Katz’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Evensky & Katz’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
-1,078
Closed -$104K – 89
2023
Q2 		$104K Hold
1,078
– – 0.01% 75
2023
Q1 		$107K Buy
+1,078
New +$105K 0.01% 72

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
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

Evensky & Katz's IEF Position: Q3 2023 in Review

Evensky & Katz sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2023, closing a stake of 1,078 shares — an estimated $104K sold.

Evensky & Katz first reported a position in IEF in Q1 2023 and held it in 2 quarters. The position peaked at $107K in Q1 2023. 793 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

  • Evensky & Katz reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Evensky & Katz sold 1,078 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $104K.
  • Evensky & Katz first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and held it in 2 quarters.
  • Evensky & Katz's iShares 7-10 Year Treasury Bond ETF position peaked at $107K in Q1 2023.
  • 793 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on Evensky & Katz's 13F filing for Q3 2023, filed 10 Oct 2023.