SC
IEF icon

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

Sierra Capital’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
-418
Closed -$40K – 655
2022
Q3 		$40K Sell
418
-559
-57% -$56.7K 0.01% 278
2022
Q2 		$100K Sell
977
-80
-8% -$8.21K 0.02% 270
2022
Q1 		$114K Buy
+1,057
New +$117K 0.02% 268

Other funds holding IEF

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sierra Capital's IEF Position: Q4 2022 in Review

Sierra Capital sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2022, closing a stake of 418 shares — an estimated $40K sold.

Sierra Capital first reported a position in IEF in Q1 2022 and held it in 3 quarters. The position peaked at $114K in Q1 2022. 727 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

  • Sierra Capital reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Sierra Capital sold 418 iShares 7-10 Year Treasury Bond ETF shares in Q4 2022, an estimated $40K.
  • Sierra Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and held it in 3 quarters.
  • Sierra Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $114K in Q1 2022.
  • 727 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on Sierra Capital's 13F filing for Q4 2022, filed 8 Feb 2023.