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Baldwin Wealth Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Baldwin Wealth Partners’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
-5,315
Closed -$522K – 606
2024
Q3 		$522K Buy
+5,315
New +$514K 0.04% 190
2021
Q4 		– Sell
-48
Closed -$6K – 643
2021
Q3 		$6K Buy
+48
New +$5.61K ﹤0.01% 558

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Fidelity Investments
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baldwin Wealth Partners's IEF Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 5,315 shares — an estimated $522K sold.

Baldwin Wealth Partners first reported a position in IEF in Q3 2021 and held it in 2 quarters. The position peaked at $522K in Q3 2024. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 5,315 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $522K.
  • Baldwin Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2021 and held it in 2 quarters.
  • Baldwin Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $522K in Q3 2024.
  • 974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.