Bridge Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bridge Advisory’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
2023 Q4	–	Sell	-3,577	Closed	-$328K	–	129
2023 Q3	$328K	Sell	3,577 -201	-5%	-$19K	0.11%	114
2023 Q2	$365K	Sell	3,778 -2	-0.1%	-$197	0.13%	98
2023 Q1	$375K	Sell	3,780 -3,867	-51%	-$378K	0.14%	93
2022 Q4	$732K	Buy	+7,647	New	+$734K	0.31%	69
2022 Q2	–	Sell	-20,648	Closed	-$2.22M	–	119
2022 Q1	$2.22M	Sell	20,648 -14,401	-41%	-$1.6M	0.97%	20
2021 Q4	$4.03M	Buy	35,049 +31,703	+947%	+$3.64M	1.82%	15
2021 Q3	$386K	Sell	3,346 -439	-12%	-$51.3K	0.19%	60
2021 Q2	$437K	Sell	3,785 -12,758	-77%	-$1.46M	0.22%	57
2021 Q1	$1.87M	Buy	+16,543	New	+$1.93M	1.16%	16

Other funds holding IEF

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bridge Advisory's IEF Position: Q4 2023 in Review

Bridge Advisory sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2023, closing a stake of 3,577 shares — an estimated $328K sold.

Bridge Advisory first reported a position in IEF in Q1 2021 and held it in 9 quarters. The position peaked at $4.03M in Q4 2021. 907 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

Bridge Advisory reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Bridge Advisory sold 3,577 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $328K.
Bridge Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and held it in 9 quarters.
Bridge Advisory's iShares 7-10 Year Treasury Bond ETF position peaked at $4.03M in Q4 2021.
907 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on Bridge Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.