Traverso Chambers Private Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Traverso Chambers Private Wealth 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
2023 Q4	$519K	Buy	+5,381	New	+$498K	0.13%	73
2020 Q2	–	Sell	-3,770	Closed	-$458K	–	103
2020 Q1	$458K	Buy	+3,770	New	+$434K	0.22%	57

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Traverso Chambers Private Wealth Management's IEF Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2023: 5,381 shares worth $519K. The stake represents 0.13% of the portfolio and ranks #73 among its holdings. This is a return to the name: Traverso Chambers Private Wealth Management previously reported a position in IEF as recently as Q1 2020.

Traverso Chambers Private Wealth Management first reported a position in IEF in Q1 2020 and has held it in 2 quarters since. 907 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

Traverso Chambers Private Wealth Management held 5,381 shares of iShares 7-10 Year Treasury Bond ETF worth $519K as of Q4 2023.
iShares 7-10 Year Treasury Bond ETF was a new Traverso Chambers Private Wealth Management position in Q4 2023.
iShares 7-10 Year Treasury Bond ETF made up 0.13% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #73 holding.
Traverso Chambers Private Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 2 quarters since.
907 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.