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Steigerwald Gordon & Koch’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Steigerwald Gordon & Koch’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
Q1 		– Sell
-2,278
Closed -$218K – 110
2022
Q4 		$218K Buy
+2,278
New +$219K 0.03% 102

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Steigerwald Gordon & Koch's IEF Position: Q1 2023 in Review

Steigerwald Gordon & Koch sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2023, closing a stake of 2,278 shares — an estimated $218K sold.

Steigerwald Gordon & Koch first reported a position in IEF in Q4 2022 and held it in 1 quarter. The position peaked at $218K in Q4 2022. 782 funds tracked by Wall St. Rank hold IEF as of Q1 2023.

  • Steigerwald Gordon & Koch reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Steigerwald Gordon & Koch sold 2,278 iShares 7-10 Year Treasury Bond ETF shares in Q1 2023, an estimated $218K.
  • Steigerwald Gordon & Koch first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
  • Steigerwald Gordon & Koch's iShares 7-10 Year Treasury Bond ETF position peaked at $218K in Q4 2022.
  • 782 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2023.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2023, filed 19 Apr 2023.