Stokes Family Office’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Stokes Family Office’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	–	Sell	-4,936	Closed	-$477K	–	351
2023 Q2	$477K	Sell	4,936 -820	-14%	-$80.6K	0.06%	181
2023 Q1	$571K	Buy	5,756 +735	+15%	+$71.8K	0.07%	157
2022 Q4	$481K	Sell	5,021 -4,645	-48%	-$446K	0.06%	167
2022 Q3	$928K	Buy	9,666 +7,517	+350%	+$763K	0.13%	112
2022 Q2	$220K	Sell	2,149 -7,257	-77%	-$745K	0.03%	244
2022 Q1	$1.01M	Buy	9,406 +3,055	+48%	+$339K	0.13%	99
2021 Q4	$730K	Buy	+6,351	New	+$730K	0.09%	126

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

Stokes Family Office's IEF Position: Q3 2023 in Review

Stokes Family Office sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2023, closing a stake of 4,936 shares — an estimated $477K sold.

Stokes Family Office first reported a position in IEF in Q4 2021 and held it in 7 quarters. The position peaked at $1.01M in Q1 2022. 793 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

Stokes Family Office reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Stokes Family Office sold 4,936 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $477K.
Stokes Family Office first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 7 quarters.
Stokes Family Office's iShares 7-10 Year Treasury Bond ETF position peaked at $1.01M in Q1 2022.
793 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on Stokes Family Office's 13F filing for Q3 2023, filed 13 Nov 2023.