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

Karp 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	-56,524	Closed	-$5.43M	–	47
2022 Q3	$5.43M	Buy	+56,524	New	+$5.74M	1.11%	35
2020 Q4	–	Sell	-14,683	Closed	-$1.79M	–	120
2020 Q3	$1.79M	Buy	14,683 +10,003	+214%	+$1.22M	0.44%	62
2020 Q2	$570K	Buy	4,680 +2,070	+79%	+$252K	0.16%	66
2020 Q1	$317K	Sell	2,610 -54,446	-95%	-$6.27M	0.1%	78
2019 Q4	$6.29M	Sell	57,056 -2,675	-4%	-$298K	1.66%	23
2019 Q3	$6.72M	Buy	59,731 +5,110	+9%	+$570K	1.96%	15
2019 Q2	$6.01M	Buy	54,621 +7,131	+15%	+$764K	1.91%	14
2019 Q1	$5.07M	Buy	47,490 +38,965	+457%	+$4.07M	1.8%	17
2018 Q4	$888K	Buy	+8,525	New	+$863K	0.42%	65

Other funds holding IEF

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

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

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

Karp Capital Management's IEF Position: Q4 2022 in Review

Karp Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2022, closing a stake of 56,524 shares — an estimated $5.43M sold.

Karp Capital Management first reported a position in IEF in Q4 2018 and held it in 9 quarters. The position peaked at $6.72M in Q3 2019. 727 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

Karp Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 56,524 iShares 7-10 Year Treasury Bond ETF shares in Q4 2022, an estimated $5.43M.
Karp Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and held it in 9 quarters.
Karp Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $6.72M in Q3 2019.
727 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.