Acima Private Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Acima Private Wealth’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 Q4	–	Sell	-77,675	Closed	-$7.11M	–	248
2023 Q3	$7.11M	Buy	77,675 +14,410	+23%	+$1.36M	3.17%	8
2023 Q2	$6.11M	Sell	63,265 -64	-0.1%	-$6.29K	2.92%	8
2023 Q1	$6.28M	Buy	63,329 +2,772	+5%	+$271K	3.08%	8
2022 Q4	$5.8M	Sell	60,557 -1,152	-2%	-$111K	2.97%	8
2022 Q3	$5.92M	Buy	61,709 +1,787	+3%	+$181K	3.04%	8
2022 Q2	$6.13M	Buy	+59,922	New	+$6.15M	3.06%	7

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Acima Private Wealth's IEF Position: Q4 2023 in Review

Acima Private Wealth sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2023, closing a stake of 77,675 shares — an estimated $7.11M sold.

Acima Private Wealth first reported a position in IEF in Q2 2022 and held it in 6 quarters. The position peaked at $7.11M in Q3 2023. 908 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

Acima Private Wealth reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Acima Private Wealth sold 77,675 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $7.11M.
Acima Private Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and held it in 6 quarters.
Acima Private Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $7.11M in Q3 2023.
908 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on Acima Private Wealth's 13F filing for Q4 2023, filed 29 Feb 2024.