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

Passaic Partners’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
-175,616
Closed -$16.9M – 9
2022
Q3 		$16.9M Buy
+175,616
New +$17.8M 3.5% 6

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Fisher Asset Management
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BlackRock
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Passaic Partners's IEF Position: Q4 2022 in Review

Passaic Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2022, closing a stake of 175,616 shares — an estimated $16.9M sold.

Passaic Partners first reported a position in IEF in Q3 2022 and held it in 1 quarter. The position peaked at $16.9M in Q3 2022. 727 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

  • Passaic Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Passaic Partners sold 175,616 iShares 7-10 Year Treasury Bond ETF shares in Q4 2022, an estimated $16.9M.
  • Passaic Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
  • Passaic Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $16.9M in Q3 2022.
  • 727 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on Passaic Partners's 13F filing for Q4 2022, filed 6 Feb 2023.