Syntal Capital Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Syntal Capital Partners’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 Q4	–	Sell	-97,114	Closed	-$8.89M	–	52
2023 Q3	$8.89M	Sell	97,114 -221,186	-69%	-$20.9M	6.91%	3
2023 Q2	$30.7M	Sell	318,300 -485	-0.2%	-$47.7K	12.32%	2
2023 Q1	$31.6M	Buy	318,785 +722	+0.2%	+$70.6K	11.55%	1
2022 Q4	$30.5M	Buy	318,063 +7,109	+2%	+$683K	12.06%	1
2022 Q3	$29.8M	Buy	310,954 +40,148	+15%	+$4.07M	12.21%	1
2022 Q2	$27.7M	Buy	+270,806	New	+$27.8M	12.26%	2

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

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

Syntal Capital Partners's IEF Position: Q4 2023 in Review

Syntal Capital Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2023, closing a stake of 97,114 shares — an estimated $8.89M sold.

Syntal Capital Partners first reported a position in IEF in Q2 2022 and held it in 6 quarters. The position peaked at $31.6M in Q1 2023. 907 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

Syntal Capital Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Syntal Capital Partners sold 97,114 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $8.89M.
Syntal Capital Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and held it in 6 quarters.
Syntal Capital Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $31.6M in Q1 2023.
907 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on Syntal Capital Partners's 13F filing for Q4 2023, filed 13 Feb 2024.