Moisand Fitzgerald Tamayo’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Moisand Fitzgerald Tamayo’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	-9	Closed	-$825	–	731
2023 Q3	$825	Buy	+9	New	+$849	﹤0.01%	691
2021 Q3	–	Sell	-46	Closed	-$5K	–	389
2021 Q2	$5K	Buy	+46	New	+$5.26K	﹤0.01%	313
2018 Q4	–	Sell	-121	Closed	-$12K	–	288
2018 Q3	$12K	Buy	+121	New	+$12.3K	0.01%	199

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IEF Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2023, closing a stake of 9 shares — an estimated $825 sold.

Moisand Fitzgerald Tamayo first reported a position in IEF in Q3 2018 and held it in 3 quarters. The position peaked at $12K in Q3 2018. 908 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 9 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $825.
Moisand Fitzgerald Tamayo first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2018 and held it in 3 quarters.
Moisand Fitzgerald Tamayo's iShares 7-10 Year Treasury Bond ETF position peaked at $12K in Q3 2018.
908 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.