TIAA FSB’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

TIAA FSB’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 Q2	–	Sell	-4,919	Closed	-$488K	–	582
2023 Q1	$488K	Buy	+4,919	New	+$481K	﹤0.01%	406
2022 Q4	–	Sell	-2,780	Closed	-$267K	–	572
2022 Q3	$267K	Buy	+2,780	New	+$282K	﹤0.01%	492

Other funds holding IEF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TIAA FSB's IEF Position: Q2 2023 in Review

TIAA FSB sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2023, closing a stake of 4,919 shares — an estimated $488K sold.

TIAA FSB first reported a position in IEF in Q3 2022 and held it in 2 quarters. The position peaked at $488K in Q1 2023. 801 funds tracked by Wall St. Rank hold IEF as of Q2 2023.

TIAA FSB reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
TIAA FSB sold 4,919 iShares 7-10 Year Treasury Bond ETF shares in Q2 2023, an estimated $488K.
TIAA FSB first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and held it in 2 quarters.
TIAA FSB's iShares 7-10 Year Treasury Bond ETF position peaked at $488K in Q1 2023.
801 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.