South Shore Capital Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

South Shore Capital Advisors’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 Q3	–	Sell	-2,463	Closed	-$252K	–	82
2022 Q2	$252K	Sell	2,463 -48	-2%	-$4.92K	0.53%	63
2022 Q1	$270K	Hold	2,511	–	–	0.44%	72
2021 Q4	$289K	Hold	2,511	–	–	0.47%	69
2021 Q3	$289K	Hold	2,511	–	–	0.52%	71
2021 Q2	$290K	Sell	2,511 -311	-11%	-$35.6K	0.51%	73
2021 Q1	$319K	Buy	2,822 +25	+0.9%	+$2.91K	0.32%	87
2020 Q4	$336K	Buy	+2,797	New	+$336K	0.33%	81

Other funds holding IEF

JP Morgan Chase New York $1.56T AUM 27.86% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

South Shore Capital Advisors's IEF Position: Q3 2022 in Review

South Shore Capital Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2022, closing a stake of 2,463 shares — an estimated $252K sold.

South Shore Capital Advisors first reported a position in IEF in Q4 2020 and held it in 7 quarters. The position peaked at $336K in Q4 2020. 714 funds tracked by Wall St. Rank hold IEF as of Q3 2022.

South Shore Capital Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
South Shore Capital Advisors sold 2,463 iShares 7-10 Year Treasury Bond ETF shares in Q3 2022, an estimated $252K.
South Shore Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 7 quarters.
South Shore Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $336K in Q4 2020.
714 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2022.

Based on South Shore Capital Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.