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

Bison Wealth’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 		$19.6M Buy
212,029
+113,663
+116% +$10.7M 4.32% 2
2024
Q3 		$9.65M Sell
98,366
-25,190
-20% -$2.44M 1.54% 12
2024
Q2 		$11.7M Hold
123,556
– – 1.9% 7
2024
Q1 		$11.7M Buy
123,556
+99,965
+424% +$9.47M 1.9% 7
2023
Q4 		$2.27M Buy
+23,591
New +$2.18M 0.4% 63
2022
Q3 		– Sell
-533
Closed -$55K – 278
2022
Q2 		$55K Sell
533
-3,312
-86% -$340K 0.03% 225
2022
Q1 		$413K Buy
3,845
+3,810
+10,886% +$423K 0.21% 128
2021
Q4 		$4K Hold
35
– – ﹤0.01% 333
2021
Q3 		$4K Hold
35
– – ﹤0.01% 453
2021
Q2 		$4K Sell
35
-675
-95% -$77.2K ﹤0.01% 439
2021
Q1 		$80K Sell
710
-557
-44% -$64.9K 0.03% 295
2020
Q4 		$152K Buy
1,267
+380
+43% +$45.7K 0.07% 236
2020
Q3 		$108K Hold
887
– – 0.06% 217
2020
Q2 		$108K Buy
887
+370
+72% +$45K 0.07% 217
2020
Q1 		$63K Buy
517
+480
+1,297% +$55.2K 0.05% 226
2019
Q4 		$4K Buy
+37
New +$4.13K ﹤0.01% 374

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bison Wealth's IEF Position: Q4 2024 in Review

Bison Wealth increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 116% in Q4 2024, buying an estimated $10.7M and bringing the position to 212,029 shares worth $19.6M. The position accounts for 4.32% of the portfolio, ranked #2.

Bison Wealth first reported a position in IEF in Q4 2019 and has held it in 16 quarters since. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

  • Bison Wealth held 212,029 shares of iShares 7-10 Year Treasury Bond ETF worth $19.6M as of Q4 2024.
  • Bison Wealth bought 113,663 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $10.7M.
  • iShares 7-10 Year Treasury Bond ETF made up 4.32% of Bison Wealth's portfolio in Q4 2024, its #2 holding.
  • Bison Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 16 quarters since.
  • 974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.