Money Design’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Money Design’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	-376,168	Closed	-$36M	–	85
2022 Q4	$36M	Sell	376,168 -107,157	-22%	-$10.3M	2.26%	11
2022 Q3	$46.4M	Buy	483,325 +354,347	+275%	+$36M	3.28%	8
2022 Q2	$13.2M	Sell	128,978 -394,845	-75%	-$40.5M	0.99%	33
2022 Q1	$56.3M	Buy	523,823 +47,941	+10%	+$5.32M	3.81%	7
2021 Q4	$54.8M	Buy	475,882 +63,842	+15%	+$7.34M	3.7%	6
2021 Q3	$47.5M	Buy	412,040 +6,742	+2%	+$788K	3.92%	8
2021 Q2	$46.8M	Buy	405,298 +67,932	+20%	+$7.77M	4.83%	6
2021 Q1	$38.1M	Buy	337,366 +8,254	+3%	+$962K	4.44%	7
2020 Q4	$39.5M	Sell	329,112 -7,166	-2%	-$862K	4.51%	7
2020 Q3	$41M	Buy	336,278 +25,523	+8%	+$3.11M	4.91%	7
2020 Q2	$37.9M	Buy	310,755 +166,081	+115%	+$20.2M	5.39%	2
2020 Q1	$17.6M	Sell	144,674 -27,950	-16%	-$3.22M	3.11%	11
2019 Q4	$19.1M	Buy	172,624 +23,192	+16%	+$2.59M	3.38%	11
2019 Q3	$16.8M	Buy	149,432 +18,452	+14%	+$2.06M	3.54%	10
2019 Q2	$14.4M	Buy	130,980 +9,757	+8%	+$1.05M	3.43%	10
2019 Q1	$12.9M	Sell	121,223 -127,297	-51%	-$13.3M	3.44%	12
2018 Q4	$25.9M	Buy	248,520 +21,507	+9%	+$2.18M	8.21%	3
2018 Q3	$23M	Buy	227,013 +45,862	+25%	+$4.68M	7.33%	3
2018 Q2	$18.6M	Buy	181,151 +15,720	+10%	+$1.6M	6.77%	4
2018 Q1	$17.1M	Buy	165,431 +76,672	+86%	+$7.9M	7.09%	5
2017 Q4	$9.37M	Buy	88,759 +20,708	+30%	+$2.2M	5.48%	9
2017 Q3	$7.25M	Buy	+68,051	New	+$7.29M	6.17%	5

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

Money Design's IEF Position: Q1 2023 in Review

Money Design sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2023, closing a stake of 376,168 shares — an estimated $36M sold.

Money Design first reported a position in IEF in Q3 2017 and held it in 22 quarters. The position peaked at $56.3M in Q1 2022. 782 funds tracked by Wall St. Rank hold IEF as of Q1 2023.

Money Design reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Money Design sold 376,168 iShares 7-10 Year Treasury Bond ETF shares in Q1 2023, an estimated $36M.
Money Design first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2017 and held it in 22 quarters.
Money Design's iShares 7-10 Year Treasury Bond ETF position peaked at $56.3M in Q1 2022.
782 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2023.

Based on Money Design's 13F filing for Q1 2023, filed 27 Apr 2023.