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

Tevis 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
2022
Q4 		– Sell
-195
Closed -$19K – 129
2022
Q3 		$19K Hold
195
– – 0.02% 285
2022
Q2 		$20K Hold
195
– – 0.02% 279
2022
Q1 		$21K Sell
195
-94
-33% -$10.4K 0.02% 282
2021
Q4 		$34K Buy
+289
New +$33.2K 0.03% 255

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tevis Investment Management's IEF Position: Q4 2022 in Review

Tevis Investment Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2022, closing a stake of 195 shares — an estimated $19K sold.

Tevis Investment Management first reported a position in IEF in Q4 2021 and held it in 4 quarters. The position peaked at $34K in Q4 2021. 726 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

  • Tevis Investment Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Tevis Investment Management sold 195 iShares 7-10 Year Treasury Bond ETF shares in Q4 2022, an estimated $19K.
  • Tevis Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 4 quarters.
  • Tevis Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $34K in Q4 2021.
  • 726 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.