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

Firestone Capital 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
2023 Q3	–	Sell	-2,487	Closed	-$240K	–	128
2023 Q2	$240K	Hold	2,487	–	–	0.08%	109
2023 Q1	$247K	Hold	2,487	–	–	0.09%	98
2022 Q4	$238K	Buy	+2,487	New	+$239K	0.09%	101
2020 Q2	–	Sell	-119	Closed	-$14K	–	448
2020 Q1	$14K	Hold	119	–	–	0.01%	281
2019 Q4	$13K	Buy	+119	New	+$13.3K	0.01%	328

Other funds holding IEF

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Firestone Capital Management's IEF Position: Q3 2023 in Review

Firestone Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2023, closing a stake of 2,487 shares — an estimated $240K sold.

Firestone Capital Management first reported a position in IEF in Q4 2019 and held it in 5 quarters. The position peaked at $247K in Q1 2023. 793 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

Firestone Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Firestone Capital Management sold 2,487 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $240K.
Firestone Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and held it in 5 quarters.
Firestone Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $247K in Q1 2023.
793 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on Firestone Capital Management's 13F filing for Q3 2023, filed 7 Nov 2023.