IronBridge Private Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

IronBridge Private Wealth’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 Q3	–	Sell	-70,627	Closed	-$6.82M	–	39
2023 Q2	$6.82M	Buy	70,627 +5,153	+8%	+$507K	3.83%	8
2023 Q1	$6.49M	Buy	+65,474	New	+$6.4M	4.15%	6
2022 Q1	–	Sell	-56	Closed	-$6K	–	156
2021 Q4	$6K	Hold	56	–	–	﹤0.01%	223
2021 Q3	$6K	Hold	56	–	–	﹤0.01%	190
2021 Q2	$6K	Hold	56	–	–	﹤0.01%	198
2021 Q1	$6K	Hold	56	–	–	﹤0.01%	195
2020 Q4	$7K	Buy	+56	New	+$6.74K	0.01%	166

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IronBridge Private Wealth's IEF Position: Q3 2023 in Review

IronBridge Private Wealth sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2023, closing a stake of 70,627 shares — an estimated $6.82M sold.

IronBridge Private Wealth first reported a position in IEF in Q4 2020 and held it in 7 quarters. The position peaked at $6.82M in Q2 2023. 793 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

IronBridge Private Wealth reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
IronBridge Private Wealth sold 70,627 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $6.82M.
IronBridge Private Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 7 quarters.
IronBridge Private Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $6.82M in Q2 2023.
793 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on IronBridge Private Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.