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

QCM Cayman’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
2022 Q4	–	Sell	-2,473	Closed	-$237K	–	51
2022 Q3	$237K	Buy	+2,473	New	+$251K	3.46%	13
2022 Q1	–	Sell	-3,829	Closed	-$440K	–	112
2021 Q4	$440K	Buy	3,829 +2,087	+120%	+$240K	2.67%	10
2021 Q3	$201K	Buy	+1,742	New	+$204K	0.55%	91
2020 Q4	–	Sell	-3,222	Closed	-$393K	–	294
2020 Q3	$393K	Sell	3,222 -886	-22%	-$108K	0.68%	37
2020 Q2	$501K	Buy	+4,108	New	+$499K	1.15%	21
2014 Q2	–	Sell	-2,823	Closed	-$287K	–	288
2014 Q1	$287K	Buy	+2,823	New	+$287K	0.06%	185

Other funds holding IEF

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

QCM Cayman's IEF Position: Q4 2022 in Review

QCM Cayman sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2022, closing a stake of 2,473 shares — an estimated $237K sold.

QCM Cayman first reported a position in IEF in Q1 2014 and held it in 6 quarters. The position peaked at $501K in Q2 2020. 727 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

QCM Cayman reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
QCM Cayman sold 2,473 iShares 7-10 Year Treasury Bond ETF shares in Q4 2022, an estimated $237K.
QCM Cayman first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2014 and held it in 6 quarters.
QCM Cayman's iShares 7-10 Year Treasury Bond ETF position peaked at $501K in Q2 2020.
727 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on QCM Cayman's 13F filing for Q4 2022, filed 31 Jan 2023.