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

Pitcairn’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
Q3 		– Sell
-4,213
Closed -$395K – 729
2024
Q2 		$395K Hold
4,213
– – 0.02% 509
2024
Q1 		$399K Sell
4,213
-16,449
-80% -$1.56M 0.03% 493
2023
Q4 		$1.99M Buy
20,662
+5,509
+36% +$509K 0.15% 131
2023
Q3 		$1.39M Buy
+15,153
New +$1.43M 0.12% 166

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Pitcairn's IEF Position: Q3 2024 in Review

Pitcairn sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 4,213 shares — an estimated $395K sold.

Pitcairn first reported a position in IEF in Q3 2023 and held it in 4 quarters. The position peaked at $1.99M in Q4 2023. 939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

  • Pitcairn reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Pitcairn sold 4,213 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $395K.
  • Pitcairn first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and held it in 4 quarters.
  • Pitcairn's iShares 7-10 Year Treasury Bond ETF position peaked at $1.99M in Q4 2023.
  • 939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Pitcairn's 13F filing for Q3 2024, filed 12 Nov 2024.