Mountain Capital Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Mountain Capital Investment Advisors’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	-2,368	Closed	-$216K	–	63
2023 Q3	$216K	Buy	+2,368	New	+$223K	0.08%	56
2021 Q1	–	Sell	-3,804	Closed	-$449K	–	147
2020 Q4	$449K	Sell	3,804 -806	-17%	-$97K	0.27%	103
2020 Q3	$559K	Buy	+4,610	New	+$562K	0.36%	76

Other funds holding IEF

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Mountain Capital Investment Advisors's IEF Position: Q4 2023 in Review

Mountain Capital Investment Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2023, closing a stake of 2,368 shares — an estimated $216K sold.

Mountain Capital Investment Advisors first reported a position in IEF in Q3 2020 and held it in 3 quarters. The position peaked at $559K in Q3 2020. 907 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

Mountain Capital Investment Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Mountain Capital Investment Advisors sold 2,368 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $216K.
Mountain Capital Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and held it in 3 quarters.
Mountain Capital Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $559K in Q3 2020.
907 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.