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

LaSalle St. 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
2023
Q3 		– Sell
-2,145
Closed -$207K – 129
2023
Q2 		$207K Buy
+2,145
New +$211K 0.09% 115

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
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

LaSalle St. Investment Advisors's IEF Position: Q3 2023 in Review

LaSalle St. Investment Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2023, closing a stake of 2,145 shares — an estimated $207K sold.

LaSalle St. Investment Advisors first reported a position in IEF in Q2 2023 and held it in 1 quarter. The position peaked at $207K in Q2 2023. 793 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

  • LaSalle St. Investment Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • LaSalle St. Investment Advisors sold 2,145 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $207K.
  • LaSalle St. Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and held it in 1 quarter.
  • LaSalle St. Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $207K in Q2 2023.
  • 793 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on LaSalle St. Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.