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Great Diamond Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Great Diamond Partners’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
-46,177
Closed -$4.43M – 216
2022
Q3 		$4.43M Buy
+46,177
New +$4.69M 1.51% 14
2020
Q1 		– Sell
-199
Closed -$21K – 346
2019
Q4 		$21K Buy
+199
New +$22.2K 0.01% 461

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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

Great Diamond Partners's IEF Position: Q4 2022 in Review

Great Diamond Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2022, closing a stake of 46,177 shares — an estimated $4.43M sold.

Great Diamond Partners first reported a position in IEF in Q4 2019 and held it in 2 quarters. The position peaked at $4.43M in Q3 2022. 727 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

  • Great Diamond Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Great Diamond Partners sold 46,177 iShares 7-10 Year Treasury Bond ETF shares in Q4 2022, an estimated $4.43M.
  • Great Diamond Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and held it in 2 quarters.
  • Great Diamond Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $4.43M in Q3 2022.
  • 727 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on Great Diamond Partners's 13F filing for Q4 2022, filed 1 Feb 2023.