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Running Point Capital Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Running Point Capital Advisors’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
Q3 		– Sell
-176
Closed -$18K – 226
2022
Q2 		$18K Hold
176
– – 0.01% 188
2022
Q1 		$19K Buy
+176
New +$19.5K 0.01% 190

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Running Point Capital Advisors's IEF Position: Q3 2022 in Review

Running Point Capital Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2022, closing a stake of 176 shares — an estimated $18K sold.

Running Point Capital Advisors first reported a position in IEF in Q1 2022 and held it in 2 quarters. The position peaked at $19K in Q1 2022. 714 funds tracked by Wall St. Rank hold IEF as of Q3 2022.

  • Running Point Capital Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Running Point Capital Advisors sold 176 iShares 7-10 Year Treasury Bond ETF shares in Q3 2022, an estimated $18K.
  • Running Point Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and held it in 2 quarters.
  • Running Point Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $19K in Q1 2022.
  • 714 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2022.

Based on Running Point Capital Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.