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

Parker Financial’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
Q2 		– Sell
-2,019
Closed -$200K – 43
2023
Q1 		$200K Buy
+2,019
New +$197K 0.16% 38

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Parker Financial's IEF Position: Q2 2023 in Review

Parker Financial sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2023, closing a stake of 2,019 shares — an estimated $200K sold.

Parker Financial first reported a position in IEF in Q1 2023 and held it in 1 quarter. The position peaked at $200K in Q1 2023. 801 funds tracked by Wall St. Rank hold IEF as of Q2 2023.

  • Parker Financial reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Parker Financial sold 2,019 iShares 7-10 Year Treasury Bond ETF shares in Q2 2023, an estimated $200K.
  • Parker Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
  • Parker Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $200K in Q1 2023.
  • 801 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2023.

Based on Parker Financial's 13F filing for Q2 2023, filed 20 Jul 2023.