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

Birchcreek 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	-8,135	Closed	-$762K	–	138
2024 Q2	$762K	Buy	8,135 +2,995	+58%	+$278K	0.43%	54
2024 Q1	$487K	Buy	5,140 +1,172	+30%	+$111K	0.26%	85
2023 Q4	$382K	Buy	3,968 +640	+19%	+$59.2K	0.23%	94
2023 Q3	$305K	Buy	3,328 +92	+3%	+$8.68K	0.21%	104
2023 Q2	$313K	Sell	3,236 -1,332	-29%	-$131K	0.22%	106
2023 Q1	$453K	Buy	+4,568	New	+$447K	0.36%	73

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Birchcreek Wealth Management's IEF Position: Q3 2024 in Review

Birchcreek Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 8,135 shares — an estimated $762K sold.

Birchcreek Wealth Management first reported a position in IEF in Q1 2023 and held it in 6 quarters. The position peaked at $762K in Q2 2024. 939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

Birchcreek Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Birchcreek Wealth Management sold 8,135 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $762K.
Birchcreek Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and held it in 6 quarters.
Birchcreek Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $762K in Q2 2024.
939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Birchcreek Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.