TrustCore Financial Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

TrustCore Financial Services’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
2022 Q4	$5.17K	Buy	+54	New	+$5.18K	﹤0.01%	819
2020 Q2	–	Sell	-74	Closed	-$9K	–	909
2020 Q1	$9K	Hold	74	–	–	﹤0.01%	607
2019 Q4	$8K	Hold	74	–	–	﹤0.01%	675
2019 Q3	$8K	Hold	74	–	–	﹤0.01%	677
2019 Q2	$8K	Hold	74	–	–	﹤0.01%	668
2019 Q1	$8K	Buy	+74	New	+$7.74K	﹤0.01%	602

Other funds holding IEF

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TrustCore Financial Services's IEF Position: Q4 2022 in Review

TrustCore Financial Services opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2022: 54 shares worth $5.17K. The stake represents ﹤0.01% of the portfolio and ranks #819 among its holdings. This is a return to the name: TrustCore Financial Services previously reported a position in IEF as recently as Q1 2020.

TrustCore Financial Services first reported a position in IEF in Q1 2019 and has held it in 6 quarters since. The position peaked at $9K in Q1 2020. 727 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

TrustCore Financial Services held 54 shares of iShares 7-10 Year Treasury Bond ETF worth $5.17K as of Q4 2022.
iShares 7-10 Year Treasury Bond ETF was a new TrustCore Financial Services position in Q4 2022.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #819 holding.
TrustCore Financial Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and has held it in 6 quarters since.
TrustCore Financial Services's iShares 7-10 Year Treasury Bond ETF position peaked at $9K in Q1 2020.
727 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.