Tilia Fiduciary Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Tilia Fiduciary Partners’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	-132	Closed	-$12.8K	–	260
2023 Q2	$12.8K	Buy	132 +81	+159%	+$7.96K	0.01%	354
2023 Q1	$5.05K	Hold	51	–	–	﹤0.01%	422
2022 Q4	$4.88K	Hold	51	–	–	﹤0.01%	415
2022 Q3	$5K	Sell	51 -14	-22%	-$1.42K	0.01%	421
2022 Q2	$7K	Sell	65 -87	-57%	-$8.93K	0.01%	409
2022 Q1	$16K	Sell	152 -67	-31%	-$7.44K	0.01%	353
2021 Q4	$25K	Buy	+219	New	+$25.2K	0.02%	295

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

Tilia Fiduciary Partners's IEF Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2023, closing a stake of 132 shares — an estimated $12.8K sold.

Tilia Fiduciary Partners first reported a position in IEF in Q4 2021 and held it in 7 quarters. The position peaked at $25K in Q4 2021. 793 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

Tilia Fiduciary Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 132 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $12.8K.
Tilia Fiduciary Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $25K in Q4 2021.
793 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.