Lumature Wealth Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Lumature Wealth 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
2023 Q2	$5.8K	Buy	+60	New	+$5.9K	﹤0.01%	339
2023 Q1	–	Sell	-103	Closed	-$9.87K	–	406
2022 Q4	$9.87K	Sell	103 -576	-85%	-$55.3K	0.01%	306
2022 Q3	$65K	Sell	679 -930	-58%	-$94.4K	0.03%	216
2022 Q2	$165K	Sell	1,609 -15,800	-91%	-$1.62M	0.07%	182
2022 Q1	$1.87M	Buy	17,409 +184	+1%	+$20.4K	0.75%	27
2021 Q4	$1.98M	Sell	17,225 -782	-4%	-$89.9K	0.77%	25
2021 Q3	$2.08M	Buy	18,007 +432	+2%	+$50.5K	0.85%	22
2021 Q2	$2.03M	Buy	17,575 +1,884	+12%	+$216K	0.84%	24
2021 Q1	$1.77M	Buy	15,691 +8,375	+114%	+$976K	0.93%	22
2020 Q4	$878K	Buy	+7,316	New	+$880K	0.83%	28

Other funds holding IEF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lumature Wealth Partners's IEF Position: Q2 2023 in Review

Lumature Wealth Partners opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2023: 60 shares worth $5.8K. The stake represents ﹤0.01% of the portfolio and ranks #339 among its holdings. This is a return to the name: Lumature Wealth Partners previously reported a position in IEF as recently as Q4 2022.

Lumature Wealth Partners first reported a position in IEF in Q4 2020 and has held it in 10 quarters since. The position peaked at $2.08M in Q3 2021. 801 funds tracked by Wall St. Rank hold IEF as of Q2 2023.

Lumature Wealth Partners held 60 shares of iShares 7-10 Year Treasury Bond ETF worth $5.8K as of Q2 2023.
iShares 7-10 Year Treasury Bond ETF was a new Lumature Wealth Partners position in Q2 2023.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #339 holding.
Lumature Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 10 quarters since.
Lumature Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $2.08M in Q3 2021.
801 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.