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

Parkside Investments’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
2024 Q1	–	Sell	-99,130	Closed	-$9.56M	–	98
2023 Q4	$9.56M	Sell	99,130 -22,799	-19%	-$2.11M	1.62%	22
2023 Q3	$11.2M	Sell	121,929 -94,800	-44%	-$8.94M	2.05%	11
2023 Q2	$20.9M	Buy	216,729 +78,650	+57%	+$7.73M	3.91%	3
2023 Q1	$13.7M	Buy	138,079 +5,954	+5%	+$582K	2.58%	6
2022 Q4	$12.7M	Buy	132,125 +6,500	+5%	+$624K	2.52%	7
2022 Q3	$12.1M	Buy	125,625 +57,575	+85%	+$5.84M	2.59%	8
2022 Q2	$6.96M	Buy	+68,050	New	+$6.98M	1.46%	32

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Parkside Investments's IEF Position: Q1 2024 in Review

Parkside Investments sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2024, closing a stake of 99,130 shares — an estimated $9.56M sold.

Parkside Investments first reported a position in IEF in Q2 2022 and held it in 7 quarters. The position peaked at $20.9M in Q2 2023. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

Parkside Investments reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Parkside Investments sold 99,130 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $9.56M.
Parkside Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and held it in 7 quarters.
Parkside Investments's iShares 7-10 Year Treasury Bond ETF position peaked at $20.9M in Q2 2023.
900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Parkside Investments's 13F filing for Q1 2024, filed 12 Apr 2024.