NorthStar Asset Management (Massachusetts)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

NorthStar Asset Management (Massachusetts)’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	-2,676	Closed	-$256K	–	62
2022 Q4	$256K	Hold	2,676	–	–	0.09%	59
2022 Q3	$257K	Hold	2,676	–	–	0.09%	69
2022 Q2	$274K	Hold	2,676	–	–	0.09%	70
2022 Q1	$288K	Hold	2,676	–	–	0.08%	72
2021 Q4	$308K	Hold	2,676	–	–	0.08%	74
2021 Q3	$308K	Hold	2,676	–	–	0.08%	74
2021 Q2	$309K	Hold	2,676	–	–	0.08%	75
2021 Q1	$302K	Buy	+2,676	New	+$312K	0.1%	63

Other funds holding IEF

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

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

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

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

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

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

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

NorthStar Asset Management (Massachusetts)'s IEF Position: Q1 2023 in Review

NorthStar Asset Management (Massachusetts) sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2023, closing a stake of 2,676 shares — an estimated $256K sold.

NorthStar Asset Management (Massachusetts) first reported a position in IEF in Q1 2021 and held it in 8 quarters. The position peaked at $309K in Q2 2021. 781 funds tracked by Wall St. Rank hold IEF as of Q1 2023.

NorthStar Asset Management (Massachusetts) reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
NorthStar Asset Management (Massachusetts) sold 2,676 iShares 7-10 Year Treasury Bond ETF shares in Q1 2023, an estimated $256K.
NorthStar Asset Management (Massachusetts) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and held it in 8 quarters.
NorthStar Asset Management (Massachusetts)'s iShares 7-10 Year Treasury Bond ETF position peaked at $309K in Q2 2021.
781 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2023.

Based on NorthStar Asset Management (Massachusetts)'s 13F filing for Q1 2023, filed 28 Apr 2023.