Simplicity Solutions’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Simplicity Solutions’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	$903K	Sell	9,372 -335	-3%	-$31K	0.02%	467
2023 Q3	$889K	Buy	9,707 +437	+5%	+$41.2K	0.03%	444
2023 Q2	$896K	Sell	9,270 -40,749	-81%	-$4.01M	0.02%	491
2023 Q1	$4.96M	Buy	50,019 +43,782	+702%	+$4.28M	0.13%	145
2022 Q4	$597K	Sell	6,237 -614	-9%	-$59K	0.08%	294
2022 Q3	$658K	Buy	6,851 +558	+9%	+$56.6K	0.1%	257
2022 Q2	$644K	Buy	6,293 +227	+4%	+$23.3K	0.08%	260
2022 Q1	$652K	Buy	+6,066	New	+$673K	0.08%	258
2021 Q4	–	Sell	-5,262	Closed	-$606K	–	524
2021 Q3	$606K	Buy	5,262 +1,540	+41%	+$180K	0.09%	243
2021 Q2	$430K	Sell	3,722 -957	-20%	-$110K	0.09%	263
2021 Q1	$528K	Sell	4,679 -197,094	-98%	-$23M	0.12%	189
2020 Q4	$24.2M	Sell	201,773 -132,991	-40%	-$16M	0.36%	64
2020 Q3	$40.8M	Buy	334,764 +153,325	+85%	+$18.7M	0.75%	27
2020 Q2	$22.1M	Buy	181,439 +102,275	+129%	+$12.4M	0.44%	53
2020 Q1	$9.62M	Buy	79,164 +66,406	+521%	+$7.64M	0.3%	67
2019 Q4	$1.41M	Sell	12,758 -15,974	-56%	-$1.78M	0.04%	306
2019 Q3	$3.23M	Sell	28,732 -2,573	-8%	-$287K	0.13%	129
2019 Q2	$3.44M	Buy	31,305 +21,757	+228%	+$2.33M	0.15%	108
2019 Q1	$1.02M	Buy	9,548 +4,956	+108%	+$518K	0.06%	252
2018 Q4	$478K	Buy	4,592 +1,737	+61%	+$176K	0.06%	321
2018 Q3	$289K	Sell	2,855 -1,931	-40%	-$197K	0.02%	391
2018 Q2	$491K	Buy	4,786 +629	+15%	+$64.1K	0.04%	256
2018 Q1	$429K	Buy	4,157 +84	+2%	+$8.65K	0.04%	227
2017 Q4	$430K	Sell	4,073 -1,869	-31%	-$198K	0.04%	236
2017 Q3	$633K	Sell	5,942 -4,408	-43%	-$472K	0.43%	51
2017 Q2	$1.1M	Sell	10,350 -1,726	-14%	-$184K	0.13%	131
2017 Q1	$1.27M	Buy	12,076 +3,286	+37%	+$345K	0.2%	108
2016 Q4	$921K	Buy	8,790 +1,540	+21%	+$165K	0.21%	105
2016 Q3	$811K	Sell	7,250 -137	-2%	-$15.4K	0.4%	56
2016 Q2	$834K	Buy	7,387 +1,875	+34%	+$207K	0.45%	56
2016 Q1	$608K	Sell	5,512 -32,320	-85%	-$3.53M	0.37%	88
2015 Q4	$4M	Sell	37,832 -22,737	-38%	-$2.42M	0.47%	48
2015 Q3	$6.53M	Buy	60,569 +52,762	+676%	+$5.6M	7.04%	1
2015 Q2	$820K	Sell	7,807 -4,485	-36%	-$478K	0.78%	25
2015 Q1	$1.33M	Sell	12,292 -23,216	-65%	-$2.51M	1.58%	19
2014 Q4	$3.76M	Buy	+35,508	New	+$3.74M	4.46%	4

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Simplicity Solutions's IEF Position: Q4 2023 in Review

Simplicity Solutions reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.5% in Q4 2023, selling an estimated $31K and leaving 9,372 shares worth $903K. The position accounts for 0.02% of the portfolio, ranked #467.

Simplicity Solutions first reported a position in IEF in Q4 2014 and has held it in 36 quarters since. The position peaked at $40.8M in Q3 2020. 907 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

Simplicity Solutions held 9,372 shares of iShares 7-10 Year Treasury Bond ETF worth $903K as of Q4 2023.
Simplicity Solutions sold 335 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $31K.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #467 holding.
Simplicity Solutions first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and has held it in 36 quarters since.
Simplicity Solutions's iShares 7-10 Year Treasury Bond ETF position peaked at $40.8M in Q3 2020.
907 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.