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

Truepoint Inc’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
Q1 		– Sell
-14,826
Closed -$1.42M – 151
2022
Q4 		$1.42M Sell
14,826
-58
-0.4% -$5.57K 0.05% 61
2022
Q3 		$1.43M Buy
+14,884
New +$1.51M 0.07% 54

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truepoint Inc's IEF Position: Q1 2023 in Review

Truepoint Inc sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2023, closing a stake of 14,826 shares — an estimated $1.42M sold.

Truepoint Inc first reported a position in IEF in Q3 2022 and held it in 2 quarters. The position peaked at $1.43M in Q3 2022. 782 funds tracked by Wall St. Rank hold IEF as of Q1 2023.

  • Truepoint Inc reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Truepoint Inc sold 14,826 iShares 7-10 Year Treasury Bond ETF shares in Q1 2023, an estimated $1.42M.
  • Truepoint Inc first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and held it in 2 quarters.
  • Truepoint Inc's iShares 7-10 Year Treasury Bond ETF position peaked at $1.43M in Q3 2022.
  • 782 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2023.

Based on Truepoint Inc's 13F filing for Q1 2023, filed 8 May 2023.