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Richard W. Paul & Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Richard W. Paul & Associates’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
-20,648
Closed -$2.05M – 559
2023
Q1 		$2.05M Buy
+20,648
New +$2.02M 0.94% 22

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

Richard W. Paul & Associates's IEF Position: Q2 2023 in Review

Richard W. Paul & Associates sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2023, closing a stake of 20,648 shares — an estimated $2.05M sold.

Richard W. Paul & Associates first reported a position in IEF in Q1 2023 and held it in 1 quarter. The position peaked at $2.05M in Q1 2023. 801 funds tracked by Wall St. Rank hold IEF as of Q2 2023.

  • Richard W. Paul & Associates reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 20,648 iShares 7-10 Year Treasury Bond ETF shares in Q2 2023, an estimated $2.05M.
  • Richard W. Paul & Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
  • Richard W. Paul & Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $2.05M in Q1 2023.
  • 801 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2023.

Based on Richard W. Paul & Associates's 13F filing for Q2 2023, filed 25 Jul 2023.