Knowledge Leaders Capital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Knowledge Leaders Capital’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 Q3	–	Sell	-24,902	Closed	-$2.41M	–	88
2023 Q2	$2.41M	Buy	+24,902	New	+$2.45M	2.76%	9
2021 Q4	–	Sell	-5,750	Closed	-$663K	–	123
2021 Q3	$663K	Buy	+5,750	New	+$672K	0.54%	78
2020 Q1	–	Sell	-83,962	Closed	-$9.25M	–	28
2019 Q4	$9.25M	Buy	+83,962	New	+$9.36M	17.03%	2
2019 Q1	–	Sell	-6,950	Closed	-$724K	–	33
2018 Q4	$724K	Buy	+6,950	New	+$704K	0.99%	27
2017 Q3	–	Sell	-2,202	Closed	-$235K	–	57
2017 Q2	$235K	Buy	2,202 +931	+73%	+$99.4K	0.15%	34
2017 Q1	$134K	Sell	1,271 -50,341	-98%	-$5.29M	0.09%	32
2016 Q4	$5.41M	Hold	51,612	–	–	1.68%	30
2016 Q3	$5.77M	Buy	51,612 +8,926	+21%	+$1M	1.93%	32
2016 Q2	$4.82M	Sell	42,686 -111,186	-72%	-$12.3M	1.48%	31
2016 Q1	$17M	Buy	+153,872	New	+$16.8M	4.63%	2

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

RJA

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

Knowledge Leaders Capital's IEF Position: Q3 2023 in Review

Knowledge Leaders Capital sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2023, closing a stake of 24,902 shares — an estimated $2.41M sold.

Knowledge Leaders Capital first reported a position in IEF in Q1 2016 and held it in 10 quarters. The position peaked at $17M in Q1 2016. 793 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

Knowledge Leaders Capital reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Knowledge Leaders Capital sold 24,902 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $2.41M.
Knowledge Leaders Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and held it in 10 quarters.
Knowledge Leaders Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $17M in Q1 2016.
793 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on Knowledge Leaders Capital's 13F filing for Q3 2023, filed 7 Nov 2023.