SXL
IEF icon

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
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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Summit X LLC's IEF Position: Q2 2023 in Review

Summit X LLC sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2023, closing a stake of 2,376 shares — an estimated $236K sold.

Summit X LLC first reported a position in IEF in Q2 2017 and held it in 6 quarters. The position peaked at $2.19M in Q4 2017. 800 funds tracked by Wall St. Rank hold IEF as of Q2 2023.

  • Summit X LLC reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Summit X LLC sold 2,376 iShares 7-10 Year Treasury Bond ETF shares in Q2 2023, an estimated $236K.
  • Summit X LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and held it in 6 quarters.
  • Summit X LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $2.19M in Q4 2017.
  • 800 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2023.

Based on Summit X LLC's 13F filing for Q2 2023, filed 10 Aug 2023.