Aprio Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Aprio Wealth Management’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	-3,326	Closed	-$321K	–	254
2023 Q4	$321K	Buy	+3,326	New	+$308K	0.07%	128
2023 Q3	–	Sell	-5,949	Closed	-$575K	–	187
2023 Q2	$575K	Buy	5,949 +1,505	+34%	+$148K	0.16%	70
2023 Q1	$440K	Sell	4,444 -1,223	-22%	-$120K	0.14%	73
2022 Q4	$543K	Hold	5,667	–	–	0.19%	60
2022 Q3	$544K	Hold	5,667	–	–	0.22%	56
2022 Q2	$580K	Sell	5,667 -511	-8%	-$52.4K	0.23%	44
2022 Q1	$664K	Buy	6,178 +1,564	+34%	+$174K	0.25%	45
2021 Q4	$531K	Sell	4,614 -1,002	-18%	-$115K	0.22%	42
2021 Q3	$647K	Buy	5,616 +855	+18%	+$100K	0.29%	40
2021 Q2	$550K	Buy	+4,761	New	+$545K	0.26%	39
2020 Q4	$536K	Sell	4,466 -2,930	-40%	-$352K	0.35%	29
2020 Q3	$901K	Sell	7,396 -545	-7%	-$66.5K	0.64%	27
2020 Q2	$968K	Sell	7,941 -510	-6%	-$62K	0.93%	23
2020 Q1	$1.03M	Sell	8,451 -55	-0.6%	-$6.33K	1.3%	16
2019 Q4	$938K	Buy	+8,506	New	+$948K	0.69%	23

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Aprio Wealth Management's IEF Position: Q1 2024 in Review

Aprio Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2024, closing a stake of 3,326 shares — an estimated $321K sold.

Aprio Wealth Management first reported a position in IEF in Q4 2019 and held it in 15 quarters. The position peaked at $1.03M in Q1 2020. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

Aprio Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Aprio Wealth Management sold 3,326 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $321K.
Aprio Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and held it in 15 quarters.
Aprio Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.03M in Q1 2020.
900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Aprio Wealth Management's 13F filing for Q1 2024, filed 10 Apr 2024.