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

Baker Tilly 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 Q3	–	Sell	-2,614	Closed	-$245K	–	256
2024 Q2	$245K	Sell	2,614 -13,605	-84%	-$1.26M	0.1%	230
2024 Q1	$1.54M	Sell	16,219 -1,864	-10%	-$177K	0.28%	86
2023 Q4	$1.74M	Sell	18,083 -541	-3%	-$50K	0.29%	77
2023 Q3	$1.71M	Sell	18,624 -4,813	-21%	-$454K	0.28%	79
2023 Q2	$2.26M	Sell	23,437 -287	-1%	-$28.2K	0.24%	91
2023 Q1	$2.35M	Buy	23,724 +5,652	+31%	+$552K	0.26%	84
2022 Q4	$1.73M	Sell	18,072 -2,475	-12%	-$238K	0.21%	114
2022 Q3	$1.97M	Buy	+20,547	New	+$2.08M	0.27%	81
2021 Q4	–	Sell	-11,407	Closed	-$1.31M	–	534
2021 Q3	$1.31M	Sell	11,407 -104	-0.9%	-$12.2K	0.17%	121
2021 Q2	$1.33M	Sell	11,511 -15	-0.1%	-$1.72K	0.21%	103
2021 Q1	$1.3M	Buy	11,526 +1,782	+18%	+$208K	0.27%	94
2020 Q4	$1.17M	Buy	+9,744	New	+$1.17M	0.36%	65

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Baker Tilly Wealth Management's IEF Position: Q3 2024 in Review

Baker Tilly Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 2,614 shares — an estimated $245K sold.

Baker Tilly Wealth Management first reported a position in IEF in Q4 2020 and held it in 12 quarters. The position peaked at $2.35M in Q1 2023. 940 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

Baker Tilly Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 2,614 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $245K.
Baker Tilly Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 12 quarters.
Baker Tilly Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2.35M in Q1 2023.
940 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.