Valley Financial Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
Other funds holding IEF
Valley Financial Management's IEF Position: Q2 2023 in Review
Valley Financial Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 87% in Q2 2023, buying an estimated $1.38M and bringing the position to 30,094 shares worth $2.91M. The position accounts for 1.5% of the portfolio, ranked #21.
Valley Financial Management first reported a position in IEF in Q1 2023 and has held it in 2 quarters since. 801 funds tracked by Wall St. Rank hold IEF as of Q2 2023.
- Valley Financial Management held 30,094 shares of iShares 7-10 Year Treasury Bond ETF worth $2.91M as of Q2 2023.
- Valley Financial Management bought 14,026 iShares 7-10 Year Treasury Bond ETF shares in Q2 2023, an estimated $1.38M.
- iShares 7-10 Year Treasury Bond ETF made up 1.5% of Valley Financial Management's portfolio in Q2 2023, its #21 holding.
- Valley Financial Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 2 quarters since.
- 801 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2023.
Based on Valley Financial Management's 13F filing for Q2 2023, filed 14 Aug 2023.