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

Pariax’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 		$4.91M Buy
50,988
+115
+0.2% +$10.6K 11.09% 4
2023
Q3 		$4.66M Buy
50,873
+33,923
+200% +$3.2M 14.54% 2
2023
Q2 		$1.64M Buy
+16,950
New +$1.67M 5.14% 11

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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

Pariax's IEF Position: Q4 2023 in Review

Pariax increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.23% in Q4 2023, buying an estimated $10.6K and bringing the position to 50,988 shares worth $4.91M. The position accounts for 11.09% of the portfolio, ranked #4.

Pariax first reported a position in IEF in Q2 2023 and has held it in 3 quarters since. 907 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

  • Pariax held 50,988 shares of iShares 7-10 Year Treasury Bond ETF worth $4.91M as of Q4 2023.
  • Pariax bought 115 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $10.6K.
  • iShares 7-10 Year Treasury Bond ETF made up 11.09% of Pariax's portfolio in Q4 2023, its #4 holding.
  • Pariax first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 3 quarters since.
  • 907 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on Pariax's 13F filing for Q4 2023, filed 14 Feb 2024.