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Benedetti & Gucer’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Benedetti & Gucer’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
Q1 		$390K Sell
4,125
-424
-9% -$40.2K 0.19% 84
2023
Q4 		$438K Sell
4,549
-3,017
-40% -$279K 0.23% 82
2023
Q3 		$693K Buy
+7,566
New +$714K 0.38% 54

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Benedetti & Gucer's IEF Position: Q1 2024 in Review

Benedetti & Gucer reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 9.3% in Q1 2024, selling an estimated $40.2K and leaving 4,125 shares worth $390K. The position accounts for 0.19% of the portfolio, ranked #84.

Benedetti & Gucer first reported a position in IEF in Q3 2023 and has held it in 3 quarters since. The position peaked at $693K in Q3 2023. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

  • Benedetti & Gucer held 4,125 shares of iShares 7-10 Year Treasury Bond ETF worth $390K as of Q1 2024.
  • Benedetti & Gucer sold 424 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $40.2K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.19% of Benedetti & Gucer's portfolio in Q1 2024, its #84 holding.
  • Benedetti & Gucer first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 3 quarters since.
  • Benedetti & Gucer's iShares 7-10 Year Treasury Bond ETF position peaked at $693K in Q3 2023.
  • 900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.