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Leo Brokerage’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Leo Brokerage’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 		$14.9M Buy
154,401
+38,085
+33% +$3.74M 1.7% 11
2023
Q1 		$11.5M Buy
+116,316
New +$11.4M 1.72% 12
2022
Q2 		$9.39M Buy
+91,792
New +$9.42M 2.53% 9

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Leo Brokerage's IEF Position: Q2 2023 in Review

Leo Brokerage increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 33% in Q2 2023, buying an estimated $3.74M and bringing the position to 154,401 shares worth $14.9M. The position accounts for 1.7% of the portfolio, ranked #11.

Leo Brokerage first reported a position in IEF in Q2 2022 and has held it in 3 quarters since. 800 funds tracked by Wall St. Rank hold IEF as of Q2 2023.

  • Leo Brokerage held 154,401 shares of iShares 7-10 Year Treasury Bond ETF worth $14.9M as of Q2 2023.
  • Leo Brokerage bought 38,085 iShares 7-10 Year Treasury Bond ETF shares in Q2 2023, an estimated $3.74M.
  • iShares 7-10 Year Treasury Bond ETF made up 1.7% of Leo Brokerage's portfolio in Q2 2023, its #11 holding.
  • Leo Brokerage first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and has held it in 3 quarters since.
  • 800 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.