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Boston Financial Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Boston Financial 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
Q4 		$347K Sell
3,750
-7,381
-66% -$697K 0.01% 276
2024
Q3 		$1.09M Hold
11,131
– – 0.03% 184
2024
Q2 		$1.04M Hold
11,131
– – 0.03% 188
2024
Q1 		$1.05M Sell
11,131
-197
-2% -$18.7K 0.03% 192
2023
Q4 		$1.09M Sell
11,328
-646
-5% -$59.7K 0.04% 181
2023
Q3 		$1.1M Sell
11,974
-8
-0.1% -$755 0.04% 171
2023
Q2 		$1.16M Sell
11,982
-2,238
-16% -$220K 0.04% 175
2023
Q1 		$1.41M Sell
14,220
-5,775
-29% -$565K 0.06% 154
2022
Q4 		$1.92M Sell
19,995
-3,996
-17% -$384K 0.08% 136
2022
Q3 		$2.3M Sell
23,991
-44,206
-65% -$4.49M 0.1% 117
2022
Q2 		$6.98M Buy
68,197
+25,624
+60% +$2.63M 0.3% 70
2022
Q1 		$4.58M Buy
+42,573
New +$4.72M 0.17% 86
2017
Q3 		– Sell
-69,875
Closed -$7.45M – 266
2017
Q2 		$7.45M Sell
69,875
-3,262
-4% -$348K 0.54% 67
2017
Q1 		$7.72M Sell
73,137
-1,305
-2% -$137K 0.58% 64
2016
Q4 		$7.8M Sell
74,442
-60
-0.1% -$6.45K 0.62% 58
2016
Q3 		$8.34M Sell
74,502
-1,385
-2% -$155K 0.68% 48
2016
Q2 		$8.57M Buy
+75,887
New +$8.39M 0.7% 44

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 $1.88B AUM 29.07% 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

Boston Financial Management's IEF Position: Q4 2024 in Review

Boston Financial Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 66% in Q4 2024, selling an estimated $697K and leaving 3,750 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #276.

Boston Financial Management first reported a position in IEF in Q2 2016 and has held it in 17 quarters since. The position peaked at $8.57M in Q2 2016. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

  • Boston Financial Management held 3,750 shares of iShares 7-10 Year Treasury Bond ETF worth $347K as of Q4 2024.
  • Boston Financial Management sold 7,381 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $697K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #276 holding.
  • Boston Financial Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and has held it in 17 quarters since.
  • Boston Financial Management's iShares 7-10 Year Treasury Bond ETF position peaked at $8.57M in Q2 2016.
  • 974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.