KLR Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

KLR Investment Advisors’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
2024 Q1	$490K	Sell	5,345 -1,777	-25%	-$168K	0.35%	70
2023 Q4	$686K	Sell	7,122 -28,007	-80%	-$2.59M	0.5%	46
2023 Q3	$3.48M	Buy	35,129 +28,838	+458%	+$2.72M	3.16%	2
2023 Q2	$608K	Sell	6,291 -30,150	-83%	-$2.96M	0.5%	49
2023 Q1	$3.61M	Sell	36,441 -50,793	-58%	-$4.97M	3.18%	3
2022 Q4	$8.36M	Buy	+87,234	New	+$8.38M	6.88%	1

Other funds holding IEF

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

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

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

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

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

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

KLR Investment Advisors's IEF Position: Q1 2024 in Review

KLR Investment Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 25% in Q1 2024, selling an estimated $168K and leaving 5,345 shares worth $490K. The position accounts for 0.35% of the portfolio, ranked #70.

KLR Investment Advisors first reported a position in IEF in Q4 2022 and has held it in 6 quarters since. The position peaked at $8.36M in Q4 2022. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

KLR Investment Advisors held 5,345 shares of iShares 7-10 Year Treasury Bond ETF worth $490K as of Q1 2024.
KLR Investment Advisors sold 1,777 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $168K.
iShares 7-10 Year Treasury Bond ETF made up 0.35% of KLR Investment Advisors's portfolio in Q1 2024, its #70 holding.
KLR Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 6 quarters since.
KLR Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $8.36M in Q4 2022.
900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.