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Blueprint Investment Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Blueprint Investment Partners’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
-5,314
Closed -$521K – 205
2024
Q3 		$521K Buy
+5,314
New +$514K 0.09% 106
2023
Q2 		– Sell
-38,502
Closed -$3.82M – 183
2023
Q1 		$3.82M Buy
+38,502
New +$3.76M 0.87% 32

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

Blueprint Investment Partners's IEF Position: Q4 2024 in Review

Blueprint Investment Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 5,314 shares — an estimated $521K sold.

Blueprint Investment Partners first reported a position in IEF in Q1 2023 and held it in 2 quarters. The position peaked at $3.82M in Q1 2023. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

  • Blueprint Investment Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Blueprint Investment Partners sold 5,314 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $521K.
  • Blueprint Investment Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and held it in 2 quarters.
  • Blueprint Investment Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $3.82M in Q1 2023.
  • 974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Blueprint Investment Partners's 13F filing for Q4 2024, filed 11 Feb 2025.