ZCA
IEF icon

Zeke Capital Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Zeke Capital Advisors’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 		– Sell
-128,336
Closed -$12.3M – 508
2022
Q3 		$12.3M Sell
128,336
-30,914
-19% -$3.14M 0.9% 25
2022
Q2 		$16.3M Buy
+159,250
New +$16.3M 1.08% 22

Other funds holding IEF

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zeke Capital Advisors's IEF Position: Q4 2022 in Review

Zeke Capital Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2022, closing a stake of 128,336 shares — an estimated $12.3M sold.

Zeke Capital Advisors first reported a position in IEF in Q2 2022 and held it in 2 quarters. The position peaked at $16.3M in Q2 2022. 727 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

  • Zeke Capital Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Zeke Capital Advisors sold 128,336 iShares 7-10 Year Treasury Bond ETF shares in Q4 2022, an estimated $12.3M.
  • Zeke Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and held it in 2 quarters.
  • Zeke Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $16.3M in Q2 2022.
  • 727 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.