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Texas Capital Bank Wealth Management Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Texas Capital Bank Wealth Management Services’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
Q1 		– Sell
-5,898
Closed -$678K – 179
2021
Q4 		$678K Buy
+5,898
New +$678K 0.06% 93

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WCM
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Fidelity Investments
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Ameriprise
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Morgan Stanley
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Texas Capital Bank Wealth Management Services's IEF Position: Q1 2022 in Review

Texas Capital Bank Wealth Management Services sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2022, closing a stake of 5,898 shares — an estimated $678K sold.

Texas Capital Bank Wealth Management Services first reported a position in IEF in Q4 2021 and held it in 1 quarter. The position peaked at $678K in Q4 2021. 686 funds tracked by Wall St. Rank hold IEF as of Q1 2022.

  • Texas Capital Bank Wealth Management Services reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Texas Capital Bank Wealth Management Services sold 5,898 iShares 7-10 Year Treasury Bond ETF shares in Q1 2022, an estimated $678K.
  • Texas Capital Bank Wealth Management Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
  • Texas Capital Bank Wealth Management Services's iShares 7-10 Year Treasury Bond ETF position peaked at $678K in Q4 2021.
  • 686 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2022.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2022, filed 2 May 2022.