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Industrial Alliance Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Industrial Alliance Investment 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
Q2 		– Sell
-24,649
Closed -$2.44M – 323
2023
Q1 		$2.44M Hold
24,649
– – 0.07% 207
2022
Q4 		$2.36M Hold
24,649
– – 0.07% 214
2022
Q3 		$2.37M Hold
24,649
– – 0.07% 209
2022
Q2 		$2.52M Buy
+24,649
New +$2.53M 0.07% 201

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Industrial Alliance Investment Management's IEF Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2023, closing a stake of 24,649 shares — an estimated $2.44M sold.

Industrial Alliance Investment Management first reported a position in IEF in Q2 2022 and held it in 4 quarters. The position peaked at $2.52M in Q2 2022. 801 funds tracked by Wall St. Rank hold IEF as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 24,649 iShares 7-10 Year Treasury Bond ETF shares in Q2 2023, an estimated $2.44M.
  • Industrial Alliance Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and held it in 4 quarters.
  • Industrial Alliance Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2.52M in Q2 2022.
  • 801 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.