Thoroughbred Financial Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Thoroughbred Financial 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
2023 Q3	–	Sell	-2,127	Closed	-$205K	–	579
2023 Q2	$205K	Sell	2,127 -1,716	-45%	-$169K	0.03%	403
2023 Q1	$380K	Sell	3,843 -987	-20%	-$96.5K	0.06%	284
2022 Q4	$462K	Sell	4,830 -217	-4%	-$20.8K	0.08%	245
2022 Q3	$484K	Buy	5,047 +1,747	+53%	+$177K	0.09%	211
2022 Q2	$337K	Buy	+3,300	New	+$339K	0.06%	260

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Thoroughbred Financial Services's IEF Position: Q3 2023 in Review

Thoroughbred Financial Services sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2023, closing a stake of 2,127 shares — an estimated $205K sold.

Thoroughbred Financial Services first reported a position in IEF in Q2 2022 and held it in 5 quarters. The position peaked at $484K in Q3 2022. 793 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

Thoroughbred Financial Services reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Thoroughbred Financial Services sold 2,127 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $205K.
Thoroughbred Financial Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and held it in 5 quarters.
Thoroughbred Financial Services's iShares 7-10 Year Treasury Bond ETF position peaked at $484K in Q3 2022.
793 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on Thoroughbred Financial Services's 13F filing for Q3 2023, filed 8 Nov 2023.