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Private Capital Management (Colorado)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Private Capital Management (Colorado)’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
-1,545
Closed -$149K – 225
2023
Q2 		$149K Buy
+1,545
New +$152K 0.04% 131

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Morgan Stanley
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
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

Private Capital Management (Colorado)'s IEF Position: Q3 2023 in Review

Private Capital Management (Colorado) sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2023, closing a stake of 1,545 shares — an estimated $149K sold.

Private Capital Management (Colorado) first reported a position in IEF in Q2 2023 and held it in 1 quarter. The position peaked at $149K in Q2 2023. 793 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

  • Private Capital Management (Colorado) reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Private Capital Management (Colorado) sold 1,545 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $149K.
  • Private Capital Management (Colorado) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and held it in 1 quarter.
  • Private Capital Management (Colorado)'s iShares 7-10 Year Treasury Bond ETF position peaked at $149K in Q2 2023.
  • 793 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on Private Capital Management (Colorado)'s 13F filing for Q3 2023, filed 14 Nov 2023.