All Season Financial Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

All Season Financial 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 Q2	–	Sell	-5,535	Closed	-$524K	–	100
2024 Q1	$524K	Sell	5,535 -42,090	-88%	-$3.99M	0.43%	64
2023 Q4	$4.59M	Buy	+47,625	New	+$4.4M	3.9%	6
2023 Q3	–	Sell	-40,648	Closed	-$3.93M	–	96
2023 Q2	$3.93M	Buy	40,648 +32,256	+384%	+$3.17M	3.52%	6
2023 Q1	$832K	Sell	8,392 -18,206	-68%	-$1.78M	0.75%	29
2022 Q4	$2.55M	Buy	+26,598	New	+$2.55M	2.25%	15
2022 Q3	–	Sell	-128,228	Closed	-$13.1M	–	115
2022 Q2	$13.1M	Buy	+128,228	New	+$13.2M	11.22%	1

Other funds holding IEF

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

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

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

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

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

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

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

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

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

RJA

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

All Season Financial Advisors's IEF Position: Q2 2024 in Review

All Season Financial Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2024, closing a stake of 5,535 shares — an estimated $524K sold.

All Season Financial Advisors first reported a position in IEF in Q2 2022 and held it in 6 quarters. The position peaked at $13.1M in Q2 2022. 903 funds tracked by Wall St. Rank hold IEF as of Q2 2024.

All Season Financial Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
All Season Financial Advisors sold 5,535 iShares 7-10 Year Treasury Bond ETF shares in Q2 2024, an estimated $524K.
All Season Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and held it in 6 quarters.
All Season Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $13.1M in Q2 2022.
903 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2024.

Based on All Season Financial Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.