Annapolis Financial Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Annapolis Financial Services’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 Q1	–	Sell	-309	Closed	-$29.8K	–	409
2023 Q4	$29.8K	Sell	309 -267	-46%	-$24.7K	0.01%	246
2023 Q3	$52.8K	Hold	576	–	–	0.02%	183
2023 Q2	$55.6K	Buy	576 +267	+86%	+$26.2K	0.02%	177
2023 Q1	$30.6K	Hold	309	–	–	0.01%	212
2022 Q4	$29.6K	Hold	309	–	–	0.01%	211
2022 Q3	$30K	Sell	309 -8,570	-97%	-$870K	0.01%	212
2022 Q2	$908K	Hold	8,879	–	–	0.33%	54
2022 Q1	$954K	Buy	+8,879	New	+$985K	0.31%	55

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Annapolis Financial Services's IEF Position: Q1 2024 in Review

Annapolis Financial Services sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2024, closing a stake of 309 shares — an estimated $29.8K sold.

Annapolis Financial Services first reported a position in IEF in Q1 2022 and held it in 8 quarters. The position peaked at $954K in Q1 2022. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

Annapolis Financial Services reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Annapolis Financial Services sold 309 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $29.8K.
Annapolis Financial Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and held it in 8 quarters.
Annapolis Financial Services's iShares 7-10 Year Treasury Bond ETF position peaked at $954K in Q1 2022.
900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.