K.J. Harrison & Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

K.J. Harrison & 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
2023 Q4	–	Sell	-10,000	Closed	-$916K	–	207
2023 Q3	$916K	Hold	10,000	–	–	0.21%	97
2023 Q2	$963K	Hold	10,000	–	–	0.17%	127
2023 Q1	$991K	Hold	10,000	–	–	0.2%	123
2022 Q4	$1.3M	Buy	+10,000	New	+$960K	0.25%	112

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

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

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

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

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

RJA

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

K.J. Harrison & Partners's IEF Position: Q4 2023 in Review

K.J. Harrison & Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2023, closing a stake of 10,000 shares — an estimated $916K sold.

K.J. Harrison & Partners first reported a position in IEF in Q4 2022 and held it in 4 quarters. The position peaked at $1.3M in Q4 2022. 907 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

K.J. Harrison & Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
K.J. Harrison & Partners sold 10,000 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $916K.
K.J. Harrison & Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and held it in 4 quarters.
K.J. Harrison & Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $1.3M in Q4 2022.
907 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on K.J. Harrison & Partners's 13F filing for Q4 2023, filed 2 Feb 2024.