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Strategic Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Strategic Asset Management’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 		$10K Hold
101
– – 0.02% 359
2022
Q2 		$10K Hold
101
– – 0.02% 378
2022
Q1 		$11K Hold
101
– – 0.02% 364
2021
Q4 		$12K Sell
101
-9
-8% -$1.03K 0.02% 347
2021
Q3 		$13K Buy
+110
New +$12.9K 0.02% 302

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Strategic Asset Management's IEF Position: Q3 2022 in Review

Strategic Asset Management held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2022 at 101 shares worth $10K. The position accounts for 0.02% of the portfolio, ranked #359.

Strategic Asset Management first reported a position in IEF in Q3 2021 and has held it in 5 quarters since. The position peaked at $13K in Q3 2021. 714 funds tracked by Wall St. Rank hold IEF as of Q3 2022.

  • Strategic Asset Management held 101 shares of iShares 7-10 Year Treasury Bond ETF worth $10K as of Q3 2022.
  • Strategic Asset Management left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2022.
  • iShares 7-10 Year Treasury Bond ETF made up 0.02% of Strategic Asset Management's portfolio in Q3 2022, its #359 holding.
  • Strategic Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $13K in Q3 2021.
  • 714 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.