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

Shelton Wealth 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 Q3	–	Sell	-4,746	Closed	-$458K	–	68
2023 Q2	$458K	Sell	4,746 -23	-0.5%	-$2.26K	0.36%	36
2023 Q1	$473K	Sell	4,769 -37,377	-89%	-$3.65M	0.38%	34
2022 Q4	$4.04M	Buy	42,146 +18,194	+76%	+$1.75M	3.19%	10
2022 Q3	$2.3M	Buy	23,952 +69	+0.3%	+$7K	2.05%	16
2022 Q2	$2.44M	Buy	+23,883	New	+$2.45M	2.08%	16

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 $374B AUM 17.66% 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 $295B AUM 31.6% 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

Shelton Wealth Management's IEF Position: Q3 2023 in Review

Shelton Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2023, closing a stake of 4,746 shares — an estimated $458K sold.

Shelton Wealth Management first reported a position in IEF in Q2 2022 and held it in 5 quarters. The position peaked at $4.04M in Q4 2022. 793 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

Shelton Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Shelton Wealth Management sold 4,746 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $458K.
Shelton Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and held it in 5 quarters.
Shelton Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $4.04M in Q4 2022.
793 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on Shelton Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.