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Boyce & Associates Wealth Consulting’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Boyce & Associates Wealth Consulting’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
2026
Q1 		$204K Buy
2,133
+3
+0.1% +$289 0.15% 79
2025
Q4 		$205K Buy
+2,130
New +$206K 0.17% 73
2024
Q4 		– Sell
-13,547
Closed -$1.33M – 74
2024
Q3 		$1.33M Buy
13,547
+102
+0.8% +$9.86K 1.38% 12
2024
Q2 		$1.26M Sell
13,445
-12,215
-48% -$1.13M 1.48% 12
2024
Q1 		$2.43M Sell
25,660
-9,821
-28% -$931K 3.14% 8
2023
Q4 		$3.42M Buy
35,481
+15,015
+73% +$1.39M 4.97% 8
2023
Q3 		$1.87M Buy
20,466
+1,537
+8% +$145K 3.12% 8
2023
Q2 		$1.83M Buy
+18,929
New +$1.86M 3.05% 9

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return