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

Slow 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
2023 Q2	–	Sell	-944	Closed	-$93.6K	–	146
2023 Q1	$93.6K	Sell	944 -26,415	-97%	-$2.58M	0.02%	142
2022 Q4	$2.62M	Buy	27,359 +1,134	+4%	+$109K	0.58%	58
2022 Q3	$2.52M	Buy	26,225 +3,103	+13%	+$315K	0.54%	49
2022 Q2	$2.37M	Sell	23,122 -758	-3%	-$77.8K	0.57%	53
2022 Q1	$2.57M	Sell	23,880 -2,291	-9%	-$254K	0.48%	68
2021 Q4	$3.01M	Buy	26,171 +2,501	+11%	+$287K	0.51%	68
2021 Q3	$2.73M	Sell	23,670 -157	-0.7%	-$18.4K	0.5%	69
2021 Q2	$2.75M	Buy	23,827 +1,167	+5%	+$134K	0.52%	71
2021 Q1	$2.74M	Buy	22,660 +2,261	+11%	+$263K	0.6%	57
2020 Q4	$2.45M	Sell	20,399 -937	-4%	-$113K	0.58%	55
2020 Q3	$2.6M	Sell	21,336 -10,252	-32%	-$1.25M	0.71%	39
2020 Q2	$3.85M	Buy	31,588 +5,037	+19%	+$612K	1.13%	19
2020 Q1	$3.23M	Buy	26,551 +19,730	+289%	+$2.27M	1.22%	18
2019 Q4	$752K	Sell	6,821 -2,088	-23%	-$233K	0.23%	126
2019 Q3	$1M	Buy	8,909 +620	+7%	+$69.2K	0.35%	103
2019 Q2	$912K	Sell	8,289 -176	-2%	-$18.9K	0.38%	83
2019 Q1	$903K	Sell	8,465 -381	-4%	-$39.8K	0.36%	94
2018 Q4	$922K	Sell	8,846 -2,582	-23%	-$262K	0.44%	82
2018 Q3	$1.16M	Sell	11,428 -328	-3%	-$33.5K	0.51%	77
2018 Q2	$1.21M	Buy	11,756 +110	+0.9%	+$11.2K	0.61%	72
2018 Q1	$1.2M	Buy	11,646 +1,995	+21%	+$205K	0.54%	78
2017 Q4	$1.02M	Buy	+9,651	New	+$1.02M	0.53%	75

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Slow Capital's IEF Position: Q2 2023 in Review

Slow Capital sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2023, closing a stake of 944 shares — an estimated $93.6K sold.

Slow Capital first reported a position in IEF in Q4 2017 and held it in 22 quarters. The position peaked at $3.85M in Q2 2020. 801 funds tracked by Wall St. Rank hold IEF as of Q2 2023.

Slow Capital reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Slow Capital sold 944 iShares 7-10 Year Treasury Bond ETF shares in Q2 2023, an estimated $93.6K.
Slow Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and held it in 22 quarters.
Slow Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $3.85M in Q2 2020.
801 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2023.

Based on Slow Capital's 13F filing for Q2 2023, filed 9 Aug 2023.