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

Platform Technology 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
2023
Q2 		– Sell
-2,092
Closed -$207K – 217
2023
Q1 		$207K Buy
+2,092
New +$204K 0.1% 174

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Platform Technology Partners's IEF Position: Q2 2023 in Review

Platform Technology Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2023, closing a stake of 2,092 shares — an estimated $207K sold.

Platform Technology Partners first reported a position in IEF in Q1 2023 and held it in 1 quarter. The position peaked at $207K in Q1 2023. 801 funds tracked by Wall St. Rank hold IEF as of Q2 2023.

  • Platform Technology Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Platform Technology Partners sold 2,092 iShares 7-10 Year Treasury Bond ETF shares in Q2 2023, an estimated $207K.
  • Platform Technology Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
  • Platform Technology Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $207K in Q1 2023.
  • 801 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2023.

Based on Platform Technology Partners's 13F filing for Q2 2023, filed 12 Jul 2023.