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

Shelton 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
Q1 		– Sell
-92
Closed -$11K – 838
2021
Q4 		$11K Buy
+92
New +$10.6K ﹤0.01% 845

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BlackRock
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WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Shelton Capital Management's IEF Position: Q1 2022 in Review

Shelton Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2022, closing a stake of 92 shares — an estimated $11K sold.

Shelton Capital Management first reported a position in IEF in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 684 funds tracked by Wall St. Rank hold IEF as of Q1 2022.

  • Shelton Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Shelton Capital Management sold 92 iShares 7-10 Year Treasury Bond ETF shares in Q1 2022, an estimated $11K.
  • Shelton Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
  • Shelton Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $11K in Q4 2021.
  • 684 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2022.

Based on Shelton Capital Management's 13F filing for Q1 2022, filed 12 May 2022.