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

Avaii 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 Q4	–	Sell	-2,873	Closed	-$282K	–	135
2024 Q3	$282K	Buy	2,873 +275	+11%	+$26.6K	0.14%	104
2024 Q2	$243K	Buy	2,598 +111	+4%	+$10.3K	0.13%	124
2024 Q1	$235K	Sell	2,487 -5,137	-67%	-$487K	0.14%	126
2023 Q4	$735K	Buy	7,624 +740	+11%	+$68.4K	0.48%	46
2023 Q3	$631K	Buy	6,884 +534	+8%	+$50.4K	0.48%	46
2023 Q2	$613K	Buy	+6,350	New	+$624K	0.47%	48
2022 Q1	–	Sell	-9,427	Closed	-$1.08M	–	127
2021 Q4	$1.08M	Buy	+9,427	New	+$1.08M	1.09%	14

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

Avaii Wealth Management's IEF Position: Q4 2024 in Review

Avaii Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 2,873 shares — an estimated $282K sold.

Avaii Wealth Management first reported a position in IEF in Q4 2021 and held it in 7 quarters. The position peaked at $1.08M in Q4 2021. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

Avaii Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Avaii Wealth Management sold 2,873 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $282K.
Avaii Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 7 quarters.
Avaii Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.08M in Q4 2021.
974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Avaii Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.