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Legacy Capital Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Legacy Capital Partners’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
Q1 		$297K Sell
2,767
-2,714
-50% -$301K 0.1% 119
2021
Q4 		$630K Buy
5,481
+681
+14% +$78.3K 0.2% 96
2021
Q3 		$553K Buy
+4,800
New +$561K 0.2% 98

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Legacy Capital Partners's IEF Position: Q1 2022 in Review

Legacy Capital Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 50% in Q1 2022, selling an estimated $301K and leaving 2,767 shares worth $297K. The position accounts for 0.1% of the portfolio, ranked #119.

Legacy Capital Partners first reported a position in IEF in Q3 2021 and has held it in 3 quarters since. The position peaked at $630K in Q4 2021. 686 funds tracked by Wall St. Rank hold IEF as of Q1 2022.

  • Legacy Capital Partners held 2,767 shares of iShares 7-10 Year Treasury Bond ETF worth $297K as of Q1 2022.
  • Legacy Capital Partners sold 2,714 iShares 7-10 Year Treasury Bond ETF shares in Q1 2022, an estimated $301K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.1% of Legacy Capital Partners's portfolio in Q1 2022, its #119 holding.
  • Legacy Capital Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2021 and has held it in 3 quarters since.
  • Legacy Capital Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $630K in Q4 2021.
  • 686 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.