SBB Research Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

SBB Research Group’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	$749K	Buy	8,179 +9	+0.1%	+$849	1.34%	14
2023 Q2	$789K	Buy	8,170 +1,702	+26%	+$167K	1.43%	14
2023 Q1	$641K	Hold	6,468	–	–	0.9%	20
2022 Q4	$620K	Sell	6,468 -2,568	-28%	-$247K	0.89%	20
2022 Q3	$867K	Buy	9,036 +8	+0.1%	+$812	1.23%	14
2022 Q2	$924K	Buy	9,028 +5	+0.1%	+$513	0.37%	18
2022 Q1	$970K	Buy	9,023 +116	+1%	+$12.9K	0.21%	20
2021 Q4	$1.02M	Buy	+8,907	New	+$1.02M	0.15%	20

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

SBB Research Group's IEF Position: Q3 2023 in Review

SBB Research Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.11% in Q3 2023, buying an estimated $849 and bringing the position to 8,179 shares worth $749K. The position accounts for 1.34% of the portfolio, ranked #14.

SBB Research Group first reported a position in IEF in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.02M in Q4 2021. 793 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

SBB Research Group held 8,179 shares of iShares 7-10 Year Treasury Bond ETF worth $749K as of Q3 2023.
SBB Research Group bought 9 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $849.
iShares 7-10 Year Treasury Bond ETF made up 1.34% of SBB Research Group's portfolio in Q3 2023, its #14 holding.
SBB Research Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 8 quarters since.
SBB Research Group's iShares 7-10 Year Treasury Bond ETF position peaked at $1.02M in Q4 2021.
793 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on SBB Research Group's 13F filing for Q3 2023, filed 13 Nov 2023.