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TCWP’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

TCWP’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
-33,661
Closed -$3.25M – 135
2023
Q2 		$3.25M Buy
33,661
+23,211
+222% +$2.28M 0.69% 44
2023
Q1 		$1.04M Sell
10,450
-6,051
-37% -$591K 0.2% 99
2022
Q4 		$1.58M Sell
16,501
-13,066
-44% -$1.25M 0.32% 84
2022
Q3 		$2.84M Sell
29,567
-43,962
-60% -$4.46M 0.6% 50
2022
Q2 		$7.52M Buy
73,529
+53,183
+261% +$5.46M 1.6% 9
2022
Q1 		$2.19M Buy
20,346
+10,422
+105% +$1.16M 0.4% 67
2021
Q4 		$1.14M Buy
+9,924
New +$1.14M 0.23% 99

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TCWP's IEF Position: Q3 2023 in Review

TCWP sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2023, closing a stake of 33,661 shares — an estimated $3.25M sold.

TCWP first reported a position in IEF in Q4 2021 and held it in 7 quarters. The position peaked at $7.52M in Q2 2022. 791 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

  • TCWP reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • TCWP sold 33,661 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $3.25M.
  • TCWP first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 7 quarters.
  • TCWP's iShares 7-10 Year Treasury Bond ETF position peaked at $7.52M in Q2 2022.
  • 791 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on TCWP's 13F filing for Q3 2023, filed 24 Oct 2023.