Jefferies Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Jefferies Group’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 Q1	–	Sell	-20,000	Closed	-$2.22M	–	1714
2021 Q4	$2.3M	Sell	20,000 -8,000	-29%	-$920K	0.01%	746
2021 Q3	$3.23M	Sell	28,000 -32,000	-53%	-$3.74M	0.02%	573
2021 Q2	$6.93M	Buy	+60,000	New	+$6.87M	0.04%	367
2019 Q3	–	Sell	-25,892	Closed	-$2.85M	–	2837
2019 Q2	$2.85M	Buy	25,892 +5	+0%	+$536	0.02%	744
2019 Q1	$2.76M	Buy	+25,887	New	+$2.71M	0.02%	728
2018 Q4	–	Sell	-68,377	Closed	-$6.92M	–	2329
2018 Q3	$6.92M	Buy	+68,377	New	+$6.97M	0.05%	409
2017 Q3	–	Sell	-25,092	Closed	-$2.67M	–	2465
2017 Q2	$2.67M	Buy	+25,092	New	+$2.68M	0.02%	816
2016 Q3	–	Sell	-3,205	Closed	-$362K	–	2337
2016 Q2	$362K	Buy	+3,205	New	+$354K	﹤0.01%	1578
2015 Q3	–	Sell	-5,136	Closed	-$539K	–	2627
2015 Q2	$539K	Buy	+5,136	New	+$547K	﹤0.01%	1536
2015 Q1	–	Sell	-65,365	Closed	-$6.93M	–	2233
2014 Q4	$6.93M	Sell	65,365 -34,635	-35%	-$3.65M	0.04%	337
2014 Q3	$10.4M	Buy	100,000 +79,600	+390%	+$8.25M	0.07%	235
2014 Q2	$2.11M	Buy	+20,400	New	+$2.09M	0.02%	617
2014 Q1	–	Sell	-161,271	Closed	-$16M	–	2198
2013 Q4	$16M	Buy	+161,271	New	+$16.4M	0.1%	109

Other funds holding IEF

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

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

Jefferies Group's IEF Position: Q1 2022 in Review

Jefferies Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2022, closing a stake of 20,000 shares — an estimated $2.22M sold.

Jefferies Group first reported a position in IEF in Q4 2013 and held it in 13 quarters. The position peaked at $16M in Q4 2013. 686 funds tracked by Wall St. Rank hold IEF as of Q1 2022.

Jefferies Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Jefferies Group sold 20,000 iShares 7-10 Year Treasury Bond ETF shares in Q1 2022, an estimated $2.22M.
Jefferies Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2013 and held it in 13 quarters.
Jefferies Group's iShares 7-10 Year Treasury Bond ETF position peaked at $16M in Q4 2013.
686 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2022.

Based on Jefferies Group's 13F filing for Q1 2022, filed 16 May 2022.