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

Bartlett & Co 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	-467	Closed	-$43.7K	–	1144
2024 Q2	$43.7K	Buy	467 +352	+306%	+$32.7K	﹤0.01%	677
2024 Q1	$10.9K	Buy	+115	New	+$10.9K	﹤0.01%	900
2021 Q4	–	Sell	-200	Closed	-$23K	–	625
2021 Q3	$23K	Hold	200	–	–	﹤0.01%	621
2021 Q2	$23.1K	Sell	200 -22	-10%	-$2.52K	﹤0.01%	608
2021 Q1	$25.1K	Hold	222	–	–	﹤0.01%	638
2020 Q4	$26.6K	Buy	222 +200	+909%	+$24.1K	﹤0.01%	630
2020 Q3	$2.68K	Hold	22	–	–	﹤0.01%	778
2020 Q2	$2.68K	Hold	22	–	–	﹤0.01%	776
2020 Q1	$2.67K	Buy	+22	New	+$2.53K	﹤0.01%	765
2019 Q3	–	Sell	-23	Closed	-$324	–	906
2019 Q2	$324	Hold	23	–	–	﹤0.01%	738
2019 Q1	$311	Hold	23	–	–	﹤0.01%	715
2018 Q4	$299	Sell	23 -60	-72%	-$6.08K	﹤0.01%	674
2018 Q3	$1.46K	Hold	83	–	–	﹤0.01%	672
2018 Q2	$1.64K	Hold	83	–	–	﹤0.01%	670
2018 Q1	$1.81K	Buy	+83	New	+$8.55K	﹤0.01%	694

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

Bartlett & Co Wealth Management's IEF Position: Q3 2024 in Review

Bartlett & Co Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 467 shares — an estimated $43.7K sold.

Bartlett & Co Wealth Management first reported a position in IEF in Q1 2018 and held it in 15 quarters. The position peaked at $43.7K in Q2 2024. 940 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

Bartlett & Co Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Bartlett & Co Wealth Management sold 467 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $43.7K.
Bartlett & Co Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2018 and held it in 15 quarters.
Bartlett & Co Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $43.7K in Q2 2024.
940 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.