Arrowroot Family Office’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Arrowroot Family Office’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 Q4	$236K	Buy	+2,553	New	+$241K	0.12%	118
2024 Q2	–	Sell	-4,061	Closed	-$384K	–	123
2024 Q1	$384K	Buy	4,061 +734	+22%	+$69.6K	0.25%	89
2023 Q4	$321K	Buy	3,327 +309	+10%	+$28.6K	0.23%	97
2023 Q3	$276K	Buy	3,018 +12	+0.4%	+$1.13K	0.22%	101
2023 Q2	$290K	Buy	3,006 +526	+21%	+$51.7K	0.22%	103
2023 Q1	$246K	Buy	+2,480	New	+$242K	0.21%	101

Other funds holding IEF

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Arrowroot Family Office's IEF Position: Q4 2024 in Review

Arrowroot Family Office opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024: 2,553 shares worth $236K. The stake represents 0.12% of the portfolio and ranks #118 among its holdings. This is a return to the name: Arrowroot Family Office previously reported a position in IEF as recently as Q1 2024.

Arrowroot Family Office first reported a position in IEF in Q1 2023 and has held it in 6 quarters since. The position peaked at $384K in Q1 2024. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

Arrowroot Family Office held 2,553 shares of iShares 7-10 Year Treasury Bond ETF worth $236K as of Q4 2024.
iShares 7-10 Year Treasury Bond ETF was a new Arrowroot Family Office position in Q4 2024.
iShares 7-10 Year Treasury Bond ETF made up 0.12% of Arrowroot Family Office's portfolio in Q4 2024, its #118 holding.
Arrowroot Family Office first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 6 quarters since.
Arrowroot Family Office's iShares 7-10 Year Treasury Bond ETF position peaked at $384K in Q1 2024.
974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Arrowroot Family Office's 13F filing for Q4 2024, filed 14 Feb 2025.