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

III 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
2022
Q4 		– Sell
-1,000
Closed -$143K – 133
2022
Q3 		$143K Buy
+1,000
New +$101K 0.01% 128

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

III Capital Management's IEF Position: Q3 2024 in Review

III Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 164,492 shares — an estimated $15.4M sold.

III Capital Management first reported a position in IEF in Q3 2023 and held it in 3 quarters. The position peaked at $63.3M in Q1 2024. 939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

  • III Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • III Capital Management sold 164,492 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $15.4M.
  • III Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and held it in 3 quarters.
  • III Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $63.3M in Q1 2024.
  • 939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on III Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.