NKCFO LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

NKCFO LLC’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 Q3	–	Sell	-7,500	Closed	-$725K	–	86
2023 Q2	$725K	Hold	7,500	–	–	0.33%	31
2023 Q1	$743K	Hold	7,500	–	–	0.36%	29
2022 Q4	$718K	Hold	7,500	–	–	0.34%	31
2022 Q3	$720K	Buy	+7,500	New	+$761K	0.33%	33
2021 Q4	–	Sell	-1,900	Closed	-$219K	–	110
2021 Q3	$219K	Buy	+1,900	New	+$222K	0.07%	61
2020 Q4	–	Sell	-4,600	Closed	-$560K	–	122
2020 Q3	$560K	Sell	4,600 -9,200	-67%	-$1.12M	0.24%	25
2020 Q2	$1.68M	Hold	13,800	–	–	1.14%	14
2020 Q1	$1.68M	Buy	+13,800	New	+$1.59M	1.56%	15
2019 Q4	–	Sell	-8,900	Closed	-$1M	–	101
2019 Q3	$1M	Buy	+8,900	New	+$993K	0.74%	25

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

RJA

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

NKCFO LLC's IEF Position: Q3 2023 in Review

NKCFO LLC sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2023, closing a stake of 7,500 shares — an estimated $725K sold.

NKCFO LLC first reported a position in IEF in Q3 2019 and held it in 9 quarters. The position peaked at $1.68M in Q2 2020. 791 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

NKCFO LLC reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
NKCFO LLC sold 7,500 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $725K.
NKCFO LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and held it in 9 quarters.
NKCFO LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $1.68M in Q2 2020.
791 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on NKCFO LLC's 13F filing for Q3 2023, filed 7 Nov 2023.