Security Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Security Asset 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
2023 Q1	$580K	Buy	+5,850	New	+$572K	0.34%	56

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Security Asset Management's IEF Position: Q1 2023 in Review

Security Asset Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2023: 5,850 shares worth $580K. The stake represents 0.34% of the portfolio and ranks #56 among its holdings.

782 funds tracked by Wall St. Rank hold IEF as of Q1 2023.

Security Asset Management held 5,850 shares of iShares 7-10 Year Treasury Bond ETF worth $580K as of Q1 2023.
iShares 7-10 Year Treasury Bond ETF was a new Security Asset Management position in Q1 2023.
iShares 7-10 Year Treasury Bond ETF made up 0.34% of Security Asset Management's portfolio in Q1 2023, its #56 holding.
782 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2023.

Based on Security Asset Management's 13F filing for Q1 2023, filed 12 May 2023.