Bray Capital Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bray Capital Advisors’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	$20.8K	Hold	225	–	–	0.01%	213
2024 Q3	$22.1K	Hold	225	–	–	0.01%	212
2024 Q2	$21.1K	Hold	225	–	–	0.01%	209
2024 Q1	$21.3K	Hold	225	–	–	0.01%	214
2023 Q4	$21.7K	Hold	225	–	–	0.01%	213
2023 Q3	$20.6K	Hold	225	–	–	0.01%	213
2023 Q2	$21.7K	Hold	225	–	–	0.01%	209
2023 Q1	$22.3K	Hold	225	–	–	0.01%	216
2022 Q4	$21.6K	Hold	225	–	–	0.01%	218
2022 Q3	$22K	Hold	225	–	–	0.01%	223
2022 Q2	$23K	Hold	225	–	–	0.01%	222
2022 Q1	$24K	Hold	225	–	–	0.01%	224
2021 Q4	$26K	Hold	225	–	–	0.01%	224
2021 Q3	$26K	Hold	225	–	–	0.01%	220
2021 Q2	$26K	Hold	225	–	–	0.01%	218
2021 Q1	$25K	Hold	225	–	–	0.01%	216
2020 Q4	$27K	Hold	225	–	–	0.01%	213
2020 Q3	$27K	Hold	225	–	–	0.01%	203
2020 Q2	$27K	Hold	225	–	–	0.01%	204
2020 Q1	$27K	Hold	225	–	–	0.01%	200
2019 Q4	$25K	Hold	225	–	–	0.01%	213
2019 Q3	$25K	Hold	225	–	–	0.01%	217
2019 Q2	$25K	Hold	225	–	–	0.01%	225
2019 Q1	$24K	Hold	225	–	–	0.01%	224
2018 Q4	$23K	Hold	225	–	–	0.01%	227
2018 Q3	$23K	Hold	225	–	–	0.01%	231
2018 Q2	$23K	Hold	225	–	–	0.01%	272
2018 Q1	$23K	Buy	+225	New	+$23.2K	0.01%	266

Other funds holding IEF

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Bray Capital Advisors's IEF Position: Q4 2024 in Review

Bray Capital Advisors held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q4 2024 at 225 shares worth $20.8K. The position accounts for 0.01% of the portfolio, ranked #213.

Bray Capital Advisors first reported a position in IEF in Q1 2018 and has held it in 28 quarters since. The position peaked at $27K in Q4 2020. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

Bray Capital Advisors held 225 shares of iShares 7-10 Year Treasury Bond ETF worth $20.8K as of Q4 2024.
Bray Capital Advisors left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q4 2024.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Bray Capital Advisors's portfolio in Q4 2024, its #213 holding.
Bray Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2018 and has held it in 28 quarters since.
Bray Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $27K in Q4 2020.
974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.