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TD Ameritrade Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-26,542
Closed -$2.56M – 210
2023
Q2 		$2.56M Sell
26,542
-1,833
-6% -$180K 0.03% 87
2023
Q1 		$2.81M Sell
28,375
-1,189
-4% -$116K 0.03% 88
2022
Q4 		$2.83M Sell
29,564
-2,357
-7% -$226K 0.03% 90
2022
Q3 		$3.06M Sell
31,921
-1,350
-4% -$137K 0.03% 89
2022
Q2 		$3.4M Sell
33,271
-353
-1% -$36.2K 0.03% 90
2022
Q1 		$3.61M Sell
33,624
-124
-0.4% -$13.8K 0.03% 90
2021
Q4 		$3.88M Buy
33,748
+1,264
+4% +$145K 0.03% 89
2021
Q3 		$3.96M Sell
32,484
-2,263
-7% -$265K 0.03% 84
2021
Q2 		$4.01M Buy
34,747
+2,098
+6% +$240K 0.03% 85
2021
Q1 		$3.92M Hold
32,649
– – 0.03% 85
2020
Q4 		$3.92M Buy
32,649
+165
+0.5% +$19.9K 0.03% 85
2020
Q3 		$3.96M Buy
32,484
+9,210
+40% +$1.12M 0.03% 84
2020
Q2 		$2.84M Buy
23,274
+729
+3% +$88.6K 0.02% 92
2020
Q1 		$2.74M Sell
22,545
-5,065
-18% -$583K 0.03% 89
2019
Q4 		$3.04M Sell
27,610
-101
-0.4% -$11.3K 0.02% 88
2019
Q3 		$3.12M Sell
27,711
-68
-0.2% -$7.59K 0.02% 86
2019
Q2 		$3.06M Sell
27,779
-1,191
-4% -$128K 0.02% 84
2019
Q1 		$3.09M Buy
28,970
+319
+1% +$33.4K 0.03% 85
2018
Q4 		$2.98M Sell
28,651
-2,867
-9% -$290K 0.03% 81
2018
Q3 		$3.19M Sell
31,518
-3,699
-11% -$377K 0.03% 74
2018
Q2 		$3.61M Sell
35,217
-810
-2% -$82.5K 0.03% 63
2018
Q1 		$3.72M Sell
36,027
-100
-0.3% -$10.3K 0.04% 55
2017
Q4 		$3.81M Sell
36,127
-773
-2% -$82K 0.04% 49
2017
Q3 		$3.93M Sell
36,900
-1,651
-4% -$177K 0.05% 48
2017
Q2 		$4.11M Sell
38,551
-216,475
-85% -$23.1M 0.06% 45
2017
Q1 		$26.9M Buy
255,026
+14,446
+6% +$1.52M 0.4% 32
2016
Q4 		$25.2M Sell
240,580
-4,828
-2% -$519K 0.42% 34
2016
Q3 		$27.5M Sell
245,408
-1,172
-0.5% -$131K 0.47% 32
2016
Q2 		$27.9M Sell
246,580
-37,674
-13% -$4.17M 0.52% 29
2016
Q1 		$31.4M Sell
284,254
-8,881
-3% -$969K 0.63% 27
2015
Q4 		$31M Sell
293,135
-10,037
-3% -$1.07M 0.64% 27
2015
Q3 		$32.7M Sell
303,172
-1,506
-0.5% -$160K 0.7% 26
2015
Q2 		$32M Sell
304,678
-18,341
-6% -$1.95M 0.66% 28
2015
Q1 		$35M Sell
323,019
-1,772
-0.5% -$191K 0.75% 28
2014
Q4 		$34.4M Sell
324,791
-7,636
-2% -$805K 0.79% 24
2014
Q3 		$34.4M Sell
332,427
-4,204
-1% -$436K 0.84% 26
2014
Q2 		$34.9M Buy
336,631
+17,044
+5% +$1.75M 0.88% 24
2014
Q1 		$32.5M Sell
319,587
-3,442
-1% -$349K 0.91% 25
2013
Q4 		$32.1M Buy
323,029
+2,287
+0.7% +$232K 0.98% 23
2013
Q3 		$32.8M Buy
320,742
+14,663
+5% +$1.48M 1.11% 20
2013
Q2 		$31.4M Buy
+306,079
New +$32.6M 1.17% 17

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TD Ameritrade Investment Management's IEF Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2023, closing a stake of 26,542 shares — an estimated $2.56M sold.

TD Ameritrade Investment Management first reported a position in IEF in Q2 2013 and held it in 41 quarters. The position peaked at $35M in Q1 2015. 793 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 26,542 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $2.56M.
  • TD Ameritrade Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 41 quarters.
  • TD Ameritrade Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $35M in Q1 2015.
  • 793 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.