Permit Capital Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Permit Capital Advisors’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 Q1	$75K	Buy	+724	New	+$80.3K	0.03%	90

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Permit Capital Advisors's IEF Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2022: 724 shares worth $75K. The stake represents 0.03% of the portfolio and ranks #90 among its holdings.

684 funds tracked by Wall St. Rank hold IEF as of Q1 2022.

Permit Capital Advisors held 724 shares of iShares 7-10 Year Treasury Bond ETF worth $75K as of Q1 2022.
iShares 7-10 Year Treasury Bond ETF was a new Permit Capital Advisors position in Q1 2022.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Permit Capital Advisors's portfolio in Q1 2022, its #90 holding.
684 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.