ZIG
IEF icon

Zullo Investment Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Zullo Investment Group’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
-108
Closed -$10.3K – 409
2022
Q4 		$10.3K Hold
108
– – 0.01% 489
2022
Q3 		$10K Hold
108
– – 0.01% 488
2022
Q2 		$11K Hold
108
– – 0.01% 478
2022
Q1 		$12K Hold
108
– – 0.01% 499
2021
Q4 		$12K Buy
+108
New +$12.4K 0.01% 501

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

Zullo Investment Group's IEF Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2023, closing a stake of 108 shares — an estimated $10.3K sold.

Zullo Investment Group first reported a position in IEF in Q4 2021 and held it in 5 quarters. The position peaked at $12K in Q1 2022. 782 funds tracked by Wall St. Rank hold IEF as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 108 iShares 7-10 Year Treasury Bond ETF shares in Q1 2023, an estimated $10.3K.
  • Zullo Investment Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares 7-10 Year Treasury Bond ETF position peaked at $12K in Q1 2022.
  • 782 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.