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

PrairieView 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 Q3	–	Sell	-116	Closed	-$11K	–	425
2023 Q2	$11K	Hold	116	–	–	﹤0.01%	313
2023 Q1	$11K	Hold	116	–	–	﹤0.01%	297
2022 Q4	$11K	Hold	116	–	–	﹤0.01%	311
2022 Q3	$11K	Hold	116	–	–	﹤0.01%	297
2022 Q2	$12K	Hold	116	–	–	﹤0.01%	312
2022 Q1	$12K	Buy	+116	New	+$12.9K	﹤0.01%	313

Other funds holding IEF

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

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PrairieView Partners's IEF Position: Q3 2023 in Review

PrairieView Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2023, closing a stake of 116 shares — an estimated $11K sold.

PrairieView Partners first reported a position in IEF in Q1 2022 and held it in 6 quarters. The position peaked at $12K in Q2 2022. 793 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

PrairieView Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
PrairieView Partners sold 116 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $11K.
PrairieView Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and held it in 6 quarters.
PrairieView Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $12K in Q2 2022.
793 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on PrairieView Partners's 13F filing for Q3 2023, filed 23 Oct 2023.