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

SevenOneSeven 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
2023
Q4 		– Sell
-14,400
Closed -$1.31M – 31
2023
Q3 		$1.31M Sell
14,400
-187
-1% -$17.6K 3.05% 13
2023
Q2 		$1.37M Sell
14,587
-219
-1% -$21.5K 3.09% 11
2023
Q1 		$1.48M Sell
14,806
-1,940
-12% -$190K 3.34% 13
2022
Q4 		$1.6M Sell
16,746
-396
-2% -$38K 3.46% 11
2022
Q3 		$1.65M Buy
17,142
+1,298
+8% +$132K 3.85% 9
2022
Q2 		$1.62M Buy
15,844
+483
+3% +$49.6K 3.77% 8
2022
Q1 		$1.65M Buy
15,361
+199
+1% +$22.1K 3.42% 8
2021
Q4 		$1.74M Buy
15,162
+4,616
+44% +$531K 3.44% 8
2021
Q3 		$1.22M Buy
10,546
+332
+3% +$38.8K 3.07% 9
2021
Q2 		$1.18M Sell
10,214
-3,819
-27% -$437K 3.07% 9
2021
Q1 		$1.58M Buy
+14,033
New +$1.63M 5.84% 6

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SevenOneSeven Capital Management's IEF Position: Q4 2023 in Review

SevenOneSeven Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2023, closing a stake of 14,400 shares — an estimated $1.31M sold.

SevenOneSeven Capital Management first reported a position in IEF in Q1 2021 and held it in 11 quarters. The position peaked at $1.74M in Q4 2021. 907 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

  • SevenOneSeven Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • SevenOneSeven Capital Management sold 14,400 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $1.31M.
  • SevenOneSeven Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and held it in 11 quarters.
  • SevenOneSeven Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.74M in Q4 2021.
  • 907 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on SevenOneSeven Capital Management's 13F filing for Q4 2023, filed 12 Feb 2024.