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

Gould Capital’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
Q3 		– Sell
-8
Closed -$1K – 212
2022
Q2 		$1K Buy
+8
New +$821 ﹤0.01% 203
2022
Q1 		– Sell
-123
Closed -$14K – 205
2021
Q4 		$14K Buy
+123
New +$14.1K 0.01% 148

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Gould Capital's IEF Position: Q3 2022 in Review

Gould Capital sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2022, closing a stake of 8 shares — an estimated $1K sold.

Gould Capital first reported a position in IEF in Q4 2021 and held it in 2 quarters. The position peaked at $14K in Q4 2021. 713 funds tracked by Wall St. Rank hold IEF as of Q3 2022.

  • Gould Capital reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Gould Capital sold 8 iShares 7-10 Year Treasury Bond ETF shares in Q3 2022, an estimated $1K.
  • Gould Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 2 quarters.
  • Gould Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $14K in Q4 2021.
  • 713 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2022.

Based on Gould Capital's 13F filing for Q3 2022, filed 23 Nov 2022.