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Leon Cooperman’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Leon Cooperman’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
Q1 		– Sell
-6,506
Closed -$623K – 56
2022
Q4 		$623K Buy
6,506
+3,257
+100% +$313K 0.04% 45
2022
Q3 		$312K Hold
3,249
– – 0.02% 48
2022
Q2 		$332K Hold
3,249
– – 0.02% 49
2022
Q1 		$349K Buy
+3,249
New +$361K 0.02% 51

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Leon Cooperman's IEF Position: Q1 2023 in Review

Leon Cooperman sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2023, closing a stake of 6,506 shares — an estimated $623K sold.

Leon Cooperman first reported a position in IEF in Q1 2022 and held it in 4 quarters. The position peaked at $623K in Q4 2022. 782 funds tracked by Wall St. Rank hold IEF as of Q1 2023.

  • Leon Cooperman reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Leon Cooperman sold 6,506 iShares 7-10 Year Treasury Bond ETF shares in Q1 2023, an estimated $623K.
  • Leon Cooperman first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and held it in 4 quarters.
  • Leon Cooperman's iShares 7-10 Year Treasury Bond ETF position peaked at $623K in Q4 2022.
  • 782 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2023.

Based on Cooperman Leon G's 13F filing for Q1 2023, filed 30 Aug 2023.