FCMT
IEF icon

Founders Capital Management (Texas)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Founders Capital Management (Texas)’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
Q4 		– Sell
-52
Closed -$5K – 382
2022
Q3 		$5K Hold
52
– – ﹤0.01% 343
2022
Q2 		$5K Buy
+52
New +$5.34K ﹤0.01% 366
2018
Q1 		– Sell
-1
Closed – – 376
2017
Q4 		$0 Buy
+1
New +$106 ﹤0.01% 373

Other funds holding IEF

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Founders Capital Management (Texas)'s IEF Position: Q4 2022 in Review

Founders Capital Management (Texas) sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2022, closing a stake of 52 shares — an estimated $5K sold.

Founders Capital Management (Texas) first reported a position in IEF in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q3 2022. 727 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

  • Founders Capital Management (Texas) reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 52 iShares 7-10 Year Treasury Bond ETF shares in Q4 2022, an estimated $5K.
  • Founders Capital Management (Texas) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and held it in 3 quarters.
  • Founders Capital Management (Texas)'s iShares 7-10 Year Treasury Bond ETF position peaked at $5K in Q3 2022.
  • 727 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on Founders Capital Management (Texas)'s 13F filing for Q4 2022, filed 9 Jan 2023.