Patriot Investment Management Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Patriot Investment Management Group’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 Q1	–	Sell	-241	Closed	-$23.9K	–	297
2022 Q4	$23.9K	Buy	+241	New	+$23.1K	﹤0.01%	331
2022 Q1	–	Sell	-2,993	Closed	-$344K	–	253
2021 Q4	$344K	Buy	+2,993	New	+$344K	0.03%	205
2020 Q3	–	Sell	-11,049	Closed	-$1.35M	–	403
2020 Q2	$1.35M	Sell	11,049 -881	-7%	-$107K	0.17%	77
2020 Q1	$1.45M	Buy	11,930 +9,839	+471%	+$1.13M	0.22%	60
2019 Q4	$230K	Sell	2,091 -10	-0.5%	-$1.11K	0.03%	203
2019 Q3	$239K	Buy	2,101 +2	+0.1%	+$223	0.03%	197
2019 Q2	$231K	Buy	2,099 +1	+0%	+$107	0.03%	198
2019 Q1	$223K	Buy	+2,098	New	+$219K	0.03%	201

Other funds holding IEF

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Patriot Investment Management Group's IEF Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2023, closing a stake of 241 shares — an estimated $23.9K sold.

Patriot Investment Management Group first reported a position in IEF in Q1 2019 and held it in 8 quarters. The position peaked at $1.45M in Q1 2020. 782 funds tracked by Wall St. Rank hold IEF as of Q1 2023.

Patriot Investment Management Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Patriot Investment Management Group sold 241 iShares 7-10 Year Treasury Bond ETF shares in Q1 2023, an estimated $23.9K.
Patriot Investment Management Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and held it in 8 quarters.
Patriot Investment Management Group's iShares 7-10 Year Treasury Bond ETF position peaked at $1.45M in Q1 2020.
782 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.