SXL
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Summit X LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Summit X LLC’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
Q2 		– Sell
-2,376
Closed -$236K – 277
2023
Q1 		$236K Buy
+2,376
New +$232K 0.06% 234
2020
Q4 		– Sell
-571
Closed -$2.68K – 327
2020
Q3 		$2.68K Buy
+571
New +$69.7K 0.04% 166
2018
Q3 		– Sell
-3,831
Closed -$400K – 231
2018
Q2 		$400K Buy
3,831
+77
+2% +$7.84K 0.22% 126
2018
Q1 		$394K Sell
3,754
-17,005
-82% -$1.75M 0.24% 116
2017
Q4 		$2.19M Buy
20,759
+9,206
+80% +$976K 1.39% 15
2017
Q3 		$1.24M Buy
11,553
+5,272
+84% +$565K 0.82% 29
2017
Q2 		$669K Buy
+6,281
New +$671K 0.48% 58

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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