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Adapt Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Adapt Wealth 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
2024
Q4 		– Sell
-6,786
Closed -$666K – 72
2024
Q3 		$666K Sell
6,786
-3,887
-36% -$376K 0.36% 39
2024
Q2 		$1,000K Sell
10,673
-1,709
-14% -$159K 0.63% 32
2024
Q1 		$1.17M Buy
+12,382
New +$1.17M 0.83% 22

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adapt Wealth Advisors's IEF Position: Q4 2024 in Review

Adapt Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 6,786 shares — an estimated $666K sold.

Adapt Wealth Advisors first reported a position in IEF in Q1 2024 and held it in 3 quarters. The position peaked at $1.17M in Q1 2024. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

  • Adapt Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Adapt Wealth Advisors sold 6,786 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $666K.
  • Adapt Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and held it in 3 quarters.
  • Adapt Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.17M in Q1 2024.
  • 974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Adapt Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.