9258 Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

9258 Wealth Management’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
2024 Q3	$9.44M	Sell	96,253 -3,101	-3%	-$300K	1.4%	16
2024 Q2	$9.3M	Sell	99,354 -10,605	-10%	-$985K	1.43%	16
2024 Q1	$10.4M	Buy	109,959 +1,354	+1%	+$128K	1.62%	15
2023 Q4	$10.5M	Buy	108,605 +5,405	+5%	+$500K	1.84%	14
2023 Q3	$9.45M	Sell	103,200 -930	-0.9%	-$87.7K	1.84%	16
2023 Q2	$10.1M	Buy	104,130 +10,491	+11%	+$1.03M	1.89%	15
2023 Q1	$9.28M	Buy	93,639 +61,940	+195%	+$6.05M	1.87%	12
2022 Q4	$3.04M	Buy	31,699 +17,604	+125%	+$1.69M	0.66%	32
2022 Q3	$1.35M	Buy	+14,095	New	+$1.43M	0.35%	65

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

9258 Wealth Management's IEF Position: Q3 2024 in Review

9258 Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.1% in Q3 2024, selling an estimated $300K and leaving 96,253 shares worth $9.44M. The position accounts for 1.4% of the portfolio, ranked #16.

9258 Wealth Management first reported a position in IEF in Q3 2022 and has held it in 9 quarters since. The position peaked at $10.5M in Q4 2023. 939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

9258 Wealth Management held 96,253 shares of iShares 7-10 Year Treasury Bond ETF worth $9.44M as of Q3 2024.
9258 Wealth Management sold 3,101 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $300K.
iShares 7-10 Year Treasury Bond ETF made up 1.4% of 9258 Wealth Management's portfolio in Q3 2024, its #16 holding.
9258 Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 9 quarters since.
9258 Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $10.5M in Q4 2023.
939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.