Aspire Private Capital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Aspire Private Capital’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	–	Sell	-15	Closed	-$1.47K	–	387
2024 Q3	$1.47K	Hold	15	–	–	﹤0.01%	570
2024 Q2	$1.41K	Hold	15	–	–	﹤0.01%	578
2024 Q1	$1.42K	Hold	15	–	–	﹤0.01%	608
2023 Q4	$1.45K	Hold	15	–	–	﹤0.01%	584
2023 Q3	$1.37K	Hold	15	–	–	﹤0.01%	584
2023 Q2	$1.45K	Sell	15 -302	-95%	-$29.7K	﹤0.01%	563
2023 Q1	$31.4K	Hold	317	–	–	0.01%	248
2022 Q4	$30.4K	Sell	317 -302	-49%	-$29K	0.01%	247
2022 Q3	$59K	Hold	619	–	–	0.02%	172
2022 Q2	$63K	Buy	619 +604	+4,027%	+$62K	0.02%	176
2022 Q1	$2K	Hold	15	–	–	﹤0.01%	499
2021 Q4	$2K	Hold	15	–	–	﹤0.01%	520
2021 Q3	$2K	Hold	15	–	–	﹤0.01%	491
2021 Q2	$2K	Sell	15 -34	-69%	-$3.89K	﹤0.01%	492
2021 Q1	$6K	Sell	49 -460	-90%	-$53.6K	﹤0.01%	366
2020 Q4	$61K	Sell	509 -132	-21%	-$15.9K	0.02%	200
2020 Q3	$78K	Sell	641 -17,456	-96%	-$2.13M	0.03%	187
2020 Q2	$2.21M	Buy	+18,097	New	+$2.2M	1.03%	25
2019 Q3	–	Sell	-15,204	Closed	-$1.67M	–	501
2019 Q2	$1.67M	Buy	+15,204	New	+$1.63M	0.8%	37

Other funds holding IEF

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 22.9% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Aspire Private Capital's IEF Position: Q4 2024 in Review

Aspire Private Capital sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 15 shares — an estimated $1.47K sold.

Aspire Private Capital first reported a position in IEF in Q2 2019 and held it in 19 quarters. The position peaked at $2.21M in Q2 2020. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

Aspire Private Capital reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 15 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $1.47K.
Aspire Private Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and held it in 19 quarters.
Aspire Private Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $2.21M in Q2 2020.
974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.