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

Aire 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
Q3 		– Sell
-4,386
Closed -$411K – 156
2024
Q2 		$411K Buy
+4,386
New +$407K 0.09% 104

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Aire Advisors's IEF Position: Q3 2024 in Review

Aire Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 4,386 shares — an estimated $411K sold.

Aire Advisors first reported a position in IEF in Q2 2024 and held it in 1 quarter. The position peaked at $411K in Q2 2024. 940 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

  • Aire Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Aire Advisors sold 4,386 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $411K.
  • Aire Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and held it in 1 quarter.
  • Aire Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $411K in Q2 2024.
  • 940 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Aire Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.