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

TRUADVICE’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 		$261K Sell
2,859
-30,645
-91% -$2.89M 0.1% 189
2023
Q2 		$3.17M Buy
33,504
+23,403
+232% +$2.3M 1.17% 17
2023
Q1 		$1.01M Buy
+10,101
New +$987K 0.4% 68

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
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

TRUADVICE's IEF Position: Q3 2023 in Review

TRUADVICE reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 91% in Q3 2023, selling an estimated $2.89M and leaving 2,859 shares worth $261K. The position accounts for 0.1% of the portfolio, ranked #189.

TRUADVICE first reported a position in IEF in Q1 2023 and has held it in 3 quarters since. The position peaked at $3.17M in Q2 2023. 793 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

  • TRUADVICE held 2,859 shares of iShares 7-10 Year Treasury Bond ETF worth $261K as of Q3 2023.
  • TRUADVICE sold 30,645 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $2.89M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.1% of TRUADVICE's portfolio in Q3 2023, its #189 holding.
  • TRUADVICE first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 3 quarters since.
  • TRUADVICE's iShares 7-10 Year Treasury Bond ETF position peaked at $3.17M in Q2 2023.
  • 793 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.