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One Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

One Capital Management’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
2022
Q4 		– Sell
-155,585
Closed -$14.9M – 294
2022
Q3 		$14.9M Buy
+155,585
New +$15.8M 0.88% 38
2014
Q4 		– Sell
-190
Closed -$20K – 296
2014
Q3 		$20K Buy
+190
New +$19.7K 0.01% 353

Other funds holding IEF

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

One Capital Management's IEF Position: Q4 2022 in Review

One Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2022, closing a stake of 155,585 shares — an estimated $14.9M sold.

One Capital Management first reported a position in IEF in Q3 2014 and held it in 2 quarters. The position peaked at $14.9M in Q3 2022. 727 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

  • One Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • One Capital Management sold 155,585 iShares 7-10 Year Treasury Bond ETF shares in Q4 2022, an estimated $14.9M.
  • One Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2014 and held it in 2 quarters.
  • One Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $14.9M in Q3 2022.
  • 727 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on One Capital Management's 13F filing for Q4 2022, filed 16 Feb 2023.