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

Telemus Capital’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 		$2.35M Sell
24,398
-6,344
-21% -$587K 0.19% 97
2023
Q3 		$2.82M Buy
30,742
+677
+2% +$63.9K 0.26% 83
2023
Q2 		$2.9M Sell
30,065
-617
-2% -$60.7K 0.25% 85
2023
Q1 		$3.04M Buy
30,682
+22,604
+280% +$2.21M 0.27% 84
2022
Q4 		$795K Sell
8,078
-443
-5% -$42.5K 0.07% 187
2022
Q3 		$818K Buy
8,521
+1,446
+20% +$147K 0.08% 171
2022
Q2 		$724K Buy
7,075
+2,132
+43% +$219K 0.07% 205
2022
Q1 		$531K Buy
+4,943
New +$549K 0.05% 223
2019
Q4 		– Sell
-26,219
Closed -$2.95M – 399
2019
Q3 		$2.95M Buy
26,219
+426
+2% +$47.5K 0.24% 94
2019
Q2 		$2.89M Sell
25,793
-38,515
-60% -$4.13M 0.26% 89
2019
Q1 		$6.86M Sell
64,308
-1,218
-2% -$127K 0.52% 49
2018
Q4 		$6.83M Sell
65,526
-13,578
-17% -$1.38M 0.55% 42
2018
Q3 		$8M Sell
79,104
-8,449
-10% -$862K 0.6% 35
2018
Q2 		$8.97M Sell
87,553
-2,093
-2% -$213K 0.69% 27
2018
Q1 		$9.25M Buy
89,646
+1,882
+2% +$194K 0.74% 22
2017
Q4 		$9.27M Buy
+87,764
New +$9.31M 0.72% 19
2017
Q1 		– Sell
-2,917
Closed -$306K – 345
2016
Q4 		$306K Hold
2,917
– – 0.04% 253
2016
Q3 		$326K Sell
2,917
-9,398
-76% -$1.05M 0.04% 265
2016
Q2 		$1.39M Sell
12,315
-3,894
-24% -$431K 0.17% 114
2016
Q1 		$1.79M Buy
+16,209
New +$1.77M 0.3% 78

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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

Telemus Capital's IEF Position: Q4 2023 in Review

Telemus Capital reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 21% in Q4 2023, selling an estimated $587K and leaving 24,398 shares worth $2.35M. The position accounts for 0.19% of the portfolio, ranked #97.

Telemus Capital first reported a position in IEF in Q1 2016 and has held it in 20 quarters since. The position peaked at $9.27M in Q4 2017. 907 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

  • Telemus Capital held 24,398 shares of iShares 7-10 Year Treasury Bond ETF worth $2.35M as of Q4 2023.
  • Telemus Capital sold 6,344 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $587K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.19% of Telemus Capital's portfolio in Q4 2023, its #97 holding.
  • Telemus Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and has held it in 20 quarters since.
  • Telemus Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $9.27M in Q4 2017.
  • 907 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.