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Benjamin F. Edwards & Company’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$38K Hold
409
– – ﹤0.01% 1399
2024
Q1 		$39K Buy
409
+407
+20,350% +$38.6K ﹤0.01% 1372
2023
Q4 		$0 Sell
2
-147
-99% -$13.6K ﹤0.01% 2122
2023
Q3 		$14K Buy
149
+147
+7,350% +$13.9K ﹤0.01% 1325
2023
Q2 		$0 Hold
2
– – ﹤0.01% 1800
2023
Q1 		$0 Hold
2
– – ﹤0.01% 1847
2022
Q4 		$0 Sell
2
-298
-99% -$28.6K ﹤0.01% 1871
2022
Q3 		$29K Hold
300
– – ﹤0.01% 1176
2022
Q2 		$31K Hold
300
– – ﹤0.01% 1151
2022
Q1 		$32K Sell
300
-70
-19% -$7.77K ﹤0.01% 1136
2021
Q4 		$43K Hold
370
– – ﹤0.01% 1084
2021
Q3 		$43K Buy
370
+298
+414% +$34.8K ﹤0.01% 1064
2021
Q2 		$8K Hold
72
– – ﹤0.01% 1423
2021
Q1 		$8K Hold
72
– – ﹤0.01% 1411
2020
Q4 		$9K Sell
72
-1,518
-95% -$183K ﹤0.01% 1302
2020
Q3 		$194K Sell
1,590
-28
-2% -$3.42K 0.01% 597
2020
Q2 		$197K Buy
1,618
+126
+8% +$15.3K 0.01% 579
2020
Q1 		$181K Buy
1,492
+27
+2% +$3.11K 0.02% 533
2019
Q4 		$161K Sell
1,465
-81
-5% -$9.03K 0.01% 657
2019
Q3 		$174K Buy
1,546
+1,036
+203% +$116K 0.01% 594
2019
Q2 		$56K Buy
510
+432
+554% +$46.3K ﹤0.01% 873
2019
Q1 		$8K Buy
78
+8
+11% +$837 ﹤0.01% 1377
2018
Q4 		$7K Hold
70
– – ﹤0.01% 1378
2018
Q3 		$7K Hold
70
– – ﹤0.01% 1349
2018
Q2 		$7K Hold
70
– – ﹤0.01% 1347
2018
Q1 		$7K Sell
70
-92,077
-100% -$9.48M ﹤0.01% 1345
2017
Q4 		$9.73M Sell
92,147
-2,995
-3% -$318K 1.02% 24
2017
Q3 		$10.1M Buy
95,142
+56,079
+144% +$6.01M 1.22% 19
2017
Q2 		$4.17M Buy
39,063
+1,934
+5% +$207K 0.54% 42
2017
Q1 		$3.92M Sell
37,129
-18,806
-34% -$1.98M 0.58% 36
2016
Q4 		$5.86M Buy
55,935
+55,865
+79,807% +$6M 0.96% 23
2016
Q3 		$8K Sell
70
-3,824
-98% -$429K ﹤0.01% 882
2016
Q2 		$440K Buy
3,894
+350
+10% +$38.7K 0.09% 224
2016
Q1 		$391K Buy
3,544
+658
+23% +$71.8K 0.08% 225
2015
Q4 		$305K Sell
2,886
-85
-3% -$9.06K 0.07% 254
2015
Q3 		$320K Buy
2,971
+216
+8% +$22.9K 0.07% 250
2015
Q2 		$289K Buy
2,755
+547
+25% +$58.3K 0.06% 286
2015
Q1 		$239K Buy
2,208
+136
+7% +$14.7K 0.05% 300
2014
Q4 		$220K Sell
2,072
-187
-8% -$19.7K 0.05% 288
2014
Q3 		$234K Sell
2,259
-256
-10% -$26.5K 0.06% 285
2014
Q2 		$261K Buy
2,515
+72
+3% +$7.39K 0.07% 262
2014
Q1 		$249K Sell
2,443
-788
-24% -$80K 0.07% 250
2013
Q4 		$321K Buy
3,231
+1,840
+132% +$187K 0.11% 191
2013
Q3 		$142K Sell
1,391
-4,904
-78% -$496K 0.05% 265
2013
Q2 		$645K Buy
+6,295
New +$671K 0.26% 105

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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 22.96% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Benjamin F. Edwards & Company's IEF Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2024 at 409 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Benjamin F. Edwards & Company first reported a position in IEF in Q2 2013 and has held it in 45 quarters since. The position peaked at $10.1M in Q3 2017. 903 funds tracked by Wall St. Rank hold IEF as of Q2 2024.

  • Benjamin F. Edwards & Company held 409 shares of iShares 7-10 Year Treasury Bond ETF worth $38K as of Q2 2024.
  • Benjamin F. Edwards & Company left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2024.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1399 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 45 quarters since.
  • Benjamin F. Edwards & Company's iShares 7-10 Year Treasury Bond ETF position peaked at $10.1M in Q3 2017.
  • 903 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.