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

Beaird Harris 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 		– Hold
0
– – – 509
2024
Q2 		– Sell
-21
Closed -$1.99K – 758
2024
Q1 		$1.99K Buy
+21
New +$1.99K ﹤0.01% 469

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Beaird Harris Wealth Management's IEF Position: Q3 2024 in Review

Beaird Harris Wealth Management held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2024 at 0 shares worth $21. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Beaird Harris Wealth Management first reported a position in IEF in Q1 2024 and has held it in 1 quarter since. The position peaked at $1.99K in Q1 2024. 939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

  • Beaird Harris Wealth Management held 0 shares of iShares 7-10 Year Treasury Bond ETF worth $21 as of Q3 2024.
  • Beaird Harris Wealth Management left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2024.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q3 2024, its #509 holding.
  • Beaird Harris Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 1 quarter since.
  • Beaird Harris Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.99K in Q1 2024.
  • 939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.