LI
IEF icon

LMCG Investments’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

LMCG Investments’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
Q4 		– Sell
-42,882
Closed -$4.12M – 310
2022
Q3 		$4.12M Buy
+42,882
New +$4.35M 0.3% 97

Other funds holding IEF

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LMCG Investments's IEF Position: Q4 2022 in Review

LMCG Investments sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2022, closing a stake of 42,882 shares — an estimated $4.12M sold.

LMCG Investments first reported a position in IEF in Q3 2022 and held it in 1 quarter. The position peaked at $4.12M in Q3 2022. 727 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

  • LMCG Investments reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • LMCG Investments sold 42,882 iShares 7-10 Year Treasury Bond ETF shares in Q4 2022, an estimated $4.12M.
  • LMCG Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
  • LMCG Investments's iShares 7-10 Year Treasury Bond ETF position peaked at $4.12M in Q3 2022.
  • 727 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on LMCG Investments's 13F filing for Q4 2022, filed 7 Feb 2023.