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SCS Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

SCS Capital Management’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
-2,120
Closed -$203K – 64
2022
Q3 		$203K Sell
2,120
-242
-10% -$24.6K 0.01% 56
2022
Q2 		$242K Buy
2,362
+242
+11% +$24.8K 0.01% 54
2022
Q1 		$228K Hold
2,120
– – 0.01% 52
2021
Q4 		$244K Sell
2,120
-22
-1% -$2.53K 0.01% 48
2021
Q3 		$247K Sell
2,142
-3,501
-62% -$409K 0.01% 50
2021
Q2 		$652K Buy
5,643
+22
+0.4% +$2.52K 0.01% 43
2021
Q1 		$635K Hold
5,621
– – 0.01% 41
2020
Q4 		$674K Sell
5,621
-31,836
-85% -$3.83M 0.01% 40
2020
Q3 		$4.56M Sell
37,457
-731
-2% -$89.2K 0.09% 33
2020
Q2 		$4.65M Sell
38,188
-169
-0.4% -$20.5K 0.1% 34
2020
Q1 		$4.66M Sell
38,357
-2,629,809
-99% -$303M 0.15% 32
2019
Q4 		$294M Sell
2,668,166
-3,416,968
-56% -$381M 8.97% 4
2019
Q3 		$684M Buy
6,085,134
+833,218
+16% +$93M 22.66% 2
2019
Q2 		$578M Buy
+5,251,916
New +$563M 19.9% 2

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SCS Capital Management's IEF Position: Q4 2022 in Review

SCS Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2022, closing a stake of 2,120 shares — an estimated $203K sold.

SCS Capital Management first reported a position in IEF in Q2 2019 and held it in 14 quarters. The position peaked at $684M in Q3 2019. 726 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

  • SCS Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • SCS Capital Management sold 2,120 iShares 7-10 Year Treasury Bond ETF shares in Q4 2022, an estimated $203K.
  • SCS Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and held it in 14 quarters.
  • SCS Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $684M in Q3 2019.
  • 726 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on SCS Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.