Kistler-Tiffany Companies’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Kistler-Tiffany Companies’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	$1.02M	Buy	+10,572	New	+$1.04M	0.17%	121
2021 Q4	–	Sell	-308	Closed	-$35K	–	740
2021 Q3	$35K	Buy	308 +1	+0.3%	+$117	0.01%	414
2021 Q2	$35K	Hold	307	–	–	0.01%	410
2021 Q1	$35K	Buy	307 +1	+0.3%	+$117	0.01%	378
2020 Q4	$37K	Buy	306 +143	+88%	+$17.2K	0.01%	341
2020 Q3	$20K	Buy	163 +1	+0.6%	+$122	0.01%	388
2020 Q2	$20K	Buy	162 +1	+0.6%	+$122	0.01%	361
2020 Q1	$18K	Hold	161	–	–	0.01%	371
2019 Q4	$18K	Buy	161 +1	+0.6%	+$111	0.01%	378
2019 Q3	$18K	Buy	+160	New	+$17.9K	0.01%	381
2018 Q1	–	Sell	-200	Closed	-$21K	–	565
2017 Q4	$21K	Hold	200	–	–	0.01%	370
2017 Q3	$21K	Buy	+200	New	+$21.4K	0.01%	360
2014 Q3	–	Sell	-174	Closed	-$18K	–	646
2014 Q2	$18K	Buy	174 +2	+1%	+$205	0.01%	369
2014 Q1	$17K	Hold	172	–	–	0.01%	364
2013 Q4	$17K	Hold	172	–	–	0.01%	370
2013 Q3	$18K	Buy	+172	New	+$17.4K	0.01%	364

Other funds holding IEF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Kistler-Tiffany Companies's IEF Position: Q2 2023 in Review

Kistler-Tiffany Companies opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2023: 10,572 shares worth $1.02M. The stake represents 0.17% of the portfolio and ranks #121 among its holdings. This is a return to the name: Kistler-Tiffany Companies previously reported a position in IEF as recently as Q3 2021.

Kistler-Tiffany Companies first reported a position in IEF in Q3 2013 and has held it in 16 quarters since. 801 funds tracked by Wall St. Rank hold IEF as of Q2 2023.

Kistler-Tiffany Companies held 10,572 shares of iShares 7-10 Year Treasury Bond ETF worth $1.02M as of Q2 2023.
iShares 7-10 Year Treasury Bond ETF was a new Kistler-Tiffany Companies position in Q2 2023.
iShares 7-10 Year Treasury Bond ETF made up 0.17% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #121 holding.
Kistler-Tiffany Companies first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2013 and has held it in 16 quarters since.
801 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.