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

Sinecera 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
2024 Q3	$12.5M	Buy	127,568 +7,639	+6%	+$738K	15.1%	3
2024 Q2	$11.4M	Sell	119,929 -2,345	-2%	-$218K	15.55%	3
2024 Q1	$11.9M	Sell	122,274 -8,360	-6%	-$792K	16.47%	3
2023 Q4	$12.4M	Buy	130,634 +19,848	+18%	+$1.84M	14.73%	3
2023 Q3	$10.1M	Sell	110,786 -45,998	-29%	-$4.34M	13.66%	3
2023 Q2	$15.1M	Sell	156,784 -2,090	-1%	-$205K	16.12%	3
2023 Q1	$15.7M	Sell	158,874 -518	-0.3%	-$50.6K	16.91%	3
2022 Q4	$15.2M	Buy	159,392 +123,366	+342%	+$11.8M	16.8%	3
2022 Q3	$6.64M	Sell	36,026 -39,014	-52%	-$3.96M	7.82%	6
2022 Q2	$7.68M	Buy	75,040 +12,329	+20%	+$1.27M	8.57%	6
2022 Q1	$9.51M	Sell	62,711 -50,366	-45%	-$5.59M	9.51%	4
2021 Q4	$15.2M	Buy	+113,077	New	+$13M	14.77%	3

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sinecera Capital's IEF Position: Q3 2024 in Review

Sinecera Capital increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.4% in Q3 2024, buying an estimated $738K and bringing the position to 127,568 shares worth $12.5M. The position accounts for 15.1% of the portfolio, ranked #3.

Sinecera Capital first reported a position in IEF in Q4 2021 and has held it in 12 quarters since. The position peaked at $15.7M in Q1 2023. 939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

Sinecera Capital held 127,568 shares of iShares 7-10 Year Treasury Bond ETF worth $12.5M as of Q3 2024.
Sinecera Capital bought 7,639 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $738K.
iShares 7-10 Year Treasury Bond ETF made up 15.1% of Sinecera Capital's portfolio in Q3 2024, its #3 holding.
Sinecera Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 12 quarters since.
Sinecera Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $15.7M in Q1 2023.
939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Sinecera Capital's 13F filing for Q3 2024, filed 8 Oct 2024.