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

Protective Life’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	-24,025	Closed	-$2.32M	–	11
2023 Q2	$2.32M	Hold	24,025	–	–	1.84%	13
2023 Q1	$2.38M	Hold	24,025	–	–	1.58%	14
2022 Q4	$2.3M	Hold	24,025	–	–	1.84%	14
2022 Q3	$2.31M	Hold	24,025	–	–	1.89%	14
2022 Q2	$2.46M	Hold	24,025	–	–	1.87%	13
2022 Q1	$2.58M	Hold	24,025	–	–	2.33%	9
2021 Q4	$2.76M	Hold	24,025	–	–	2.42%	8
2021 Q3	$2.77M	Hold	24,025	–	–	2.41%	8
2021 Q2	$2.71M	Hold	24,025	–	–	2.38%	8
2021 Q1	$2.71M	Hold	24,025	–	–	2.38%	8
2020 Q4	$2.88M	Hold	24,025	–	–	2.46%	8
2020 Q3	$2.93M	Hold	24,025	–	–	2.09%	9
2020 Q2	$2.93M	Hold	24,025	–	–	2.03%	9
2020 Q1	$2.65M	Hold	24,025	–	–	2.34%	8
2019 Q4	$2.65M	Hold	24,025	–	–	2.33%	8
2019 Q3	$2.7M	Hold	24,025	–	–	2.39%	8
2019 Q2	$2.64M	Hold	24,025	–	–	2.41%	8
2019 Q1	$2.56M	Hold	24,025	–	–	2.38%	8
2018 Q4	$2.5M	Hold	24,025	–	–	2.29%	9
2018 Q3	$2.43M	Buy	+24,025	New	+$2.45M	2%	10

Other funds holding IEF

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

RJA

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

Protective Life's IEF Position: Q3 2023 in Review

Protective Life sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2023, closing a stake of 24,025 shares — an estimated $2.32M sold.

Protective Life first reported a position in IEF in Q3 2018 and held it in 20 quarters. The position peaked at $2.93M in Q2 2020. 791 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

Protective Life reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Protective Life sold 24,025 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $2.32M.
Protective Life first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2018 and held it in 20 quarters.
Protective Life's iShares 7-10 Year Treasury Bond ETF position peaked at $2.93M in Q2 2020.
791 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on Protective Life's 13F filing for Q3 2023, filed 9 Nov 2023.