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

Alera Investment 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 		$261K Buy
2,657
+177
+7% +$17.1K 0.03% 228
2024
Q2 		$232K Buy
+2,480
New +$230K 0.03% 236

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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Alera Investment Advisors's IEF Position: Q3 2024 in Review

Alera Investment Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.1% in Q3 2024, buying an estimated $17.1K and bringing the position to 2,657 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #228.

Alera Investment Advisors first reported a position in IEF in Q2 2024 and has held it in 2 quarters since. 939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

  • Alera Investment Advisors held 2,657 shares of iShares 7-10 Year Treasury Bond ETF worth $261K as of Q3 2024.
  • Alera Investment Advisors bought 177 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $17.1K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #228 holding.
  • Alera Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

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