Steward Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Steward Financial Group’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 Q3	$43K	Hold	471	–	–	0.01%	163
2023 Q2	$45K	Buy	+471	New	+$46.3K	0.01%	153
2022 Q3	–	Sell	-476	Closed	-$48K	–	660
2022 Q2	$48K	Sell	476 -619	-57%	-$63.5K	0.04%	93
2022 Q1	$117K	Hold	1,095	–	–	0.1%	45
2021 Q4	$125K	Buy	+1,095	New	+$126K	0.12%	39

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Steward Financial Group's IEF Position: Q3 2023 in Review

Steward Financial Group held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2023 at 471 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #163.

Steward Financial Group first reported a position in IEF in Q4 2021 and has held it in 5 quarters since. The position peaked at $125K in Q4 2021. 793 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

Steward Financial Group held 471 shares of iShares 7-10 Year Treasury Bond ETF worth $43K as of Q3 2023.
Steward Financial Group left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2023.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #163 holding.
Steward Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 5 quarters since.
Steward Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $125K in Q4 2021.
793 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.