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Missouri Trust & Investment Company’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Missouri Trust & Investment Company’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
Q4 		– Sell
-91
Closed -$8.34K – 440
2023
Q3 		$8.34K Hold
91
– – ﹤0.01% 306
2023
Q2 		$9.72K Buy
+91
New +$8.95K 0.01% 324

Other funds holding IEF

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Missouri Trust & Investment Company's IEF Position: Q4 2023 in Review

Missouri Trust & Investment Company sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2023, closing a stake of 91 shares — an estimated $8.34K sold.

Missouri Trust & Investment Company first reported a position in IEF in Q2 2023 and held it in 2 quarters. The position peaked at $9.72K in Q2 2023. 908 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

  • Missouri Trust & Investment Company reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 91 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $8.34K.
  • Missouri Trust & Investment Company first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and held it in 2 quarters.
  • Missouri Trust & Investment Company's iShares 7-10 Year Treasury Bond ETF position peaked at $9.72K in Q2 2023.
  • 908 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on Missouri Trust & Investment Company's 13F filing for Q4 2023, filed 8 Feb 2024.