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

Excalibur Management’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
2021
Q4 		– Sell
-4,977
Closed -$573K – 160
2021
Q3 		$573K Buy
4,977
+257
+5% +$30.1K 0.25% 90
2021
Q2 		$545K Buy
4,720
+1,060
+29% +$121K 0.25% 89
2021
Q1 		$413K Buy
+3,660
New +$426K 0.2% 98

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 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

Excalibur Management's IEF Position: Q4 2021 in Review

Excalibur Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2021, closing a stake of 4,977 shares — an estimated $573K sold.

Excalibur Management first reported a position in IEF in Q1 2021 and held it in 3 quarters. The position peaked at $573K in Q3 2021. 688 funds tracked by Wall St. Rank hold IEF as of Q4 2021.

  • Excalibur Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Excalibur Management sold 4,977 iShares 7-10 Year Treasury Bond ETF shares in Q4 2021, an estimated $573K.
  • Excalibur Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and held it in 3 quarters.
  • Excalibur Management's iShares 7-10 Year Treasury Bond ETF position peaked at $573K in Q3 2021.
  • 688 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2021.

Based on Excalibur Management's 13F filing for Q4 2021, filed 10 Feb 2022.