Bellecapital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bellecapital’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	-3,529	Closed	-$346K	–	159
2024 Q3	$346K	Sell	3,529 -1,265	-26%	-$122K	0.07%	110
2024 Q2	$449K	Hold	4,794	–	–	0.1%	104
2024 Q1	$454K	Sell	4,794 -170	-3%	-$16.1K	0.1%	109
2023 Q4	$478K	Hold	4,964	–	–	0.11%	96
2023 Q3	$455K	Hold	4,964	–	–	0.11%	107
2023 Q2	$480K	Hold	4,964	–	–	0.12%	104
2023 Q1	$492K	Hold	4,964	–	–	0.12%	112
2022 Q4	$475K	Hold	4,964	–	–	0.13%	109
2022 Q3	$476K	Hold	4,964	–	–	0.15%	105
2022 Q2	$508K	Buy	4,964 +315	+7%	+$32.3K	0.14%	108
2022 Q1	$500K	Sell	4,649 -315	-6%	-$35K	0.16%	114
2021 Q4	$571K	Sell	4,964 -35	-0.7%	-$4.02K	0.16%	105
2021 Q3	$576K	Hold	4,999	–	–	0.18%	102
2021 Q2	$577K	Hold	4,999	–	–	0.18%	104
2021 Q1	$565K	Hold	4,999	–	–	0.18%	99
2020 Q4	$600K	Hold	4,999	–	–	0.2%	90
2020 Q3	$609K	Hold	4,999	–	–	0.28%	70
2020 Q2	$609K	Hold	4,999	–	–	0.29%	69
2020 Q1	$607K	Hold	4,999	–	–	0.39%	56
2019 Q4	$551K	Buy	4,999 +330	+7%	+$36.8K	0.28%	77
2019 Q3	$525K	Buy	4,669 +595	+15%	+$66.4K	0.32%	69
2019 Q2	$448K	Buy	4,074 +170	+4%	+$18.2K	0.28%	72
2019 Q1	$416K	Buy	3,904 +1,245	+47%	+$130K	0.26%	71
2018 Q4	$277K	Hold	2,659	–	–	0.2%	79
2018 Q3	$269K	Buy	+2,659	New	+$271K	0.18%	74

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Bellecapital's IEF Position: Q4 2024 in Review

Bellecapital sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 3,529 shares — an estimated $346K sold.

Bellecapital first reported a position in IEF in Q3 2018 and held it in 25 quarters. The position peaked at $609K in Q3 2020. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

Bellecapital reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Bellecapital sold 3,529 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $346K.
Bellecapital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2018 and held it in 25 quarters.
Bellecapital's iShares 7-10 Year Treasury Bond ETF position peaked at $609K in Q3 2020.
974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Bellecapital's 13F filing for Q4 2024, filed 6 Feb 2025.