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Buckingham Strategic Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$219K Buy
2,337
+5
+0.2% +$465 ﹤0.01% 685
2024
Q1 		$221K Sell
2,332
-515
-18% -$48.8K ﹤0.01% 681
2023
Q4 		$274K Sell
2,847
-179
-6% -$16.6K ﹤0.01% 590
2023
Q3 		$277K Sell
3,026
-1,242
-29% -$117K ﹤0.01% 543
2023
Q2 		$412K Buy
4,268
+1,785
+72% +$175K 0.01% 469
2023
Q1 		$238K Hold
2,483
– – ﹤0.01% 527
2022
Q4 		$238K Sell
2,483
-663
-21% -$63.7K ﹤0.01% 529
2022
Q3 		$302K Buy
3,146
+102
+3% +$10.3K 0.01% 467
2022
Q2 		$311K Buy
3,044
+624
+26% +$64K 0.01% 459
2022
Q1 		$260K Sell
2,420
-614
-20% -$68.1K 0.01% 506
2021
Q4 		$349K Buy
3,034
+55
+2% +$6.32K 0.01% 442
2021
Q3 		$343K Buy
2,979
+47
+2% +$5.5K 0.01% 433
2021
Q2 		$339K Buy
2,932
+341
+13% +$39K 0.01% 441
2021
Q1 		$293K Buy
2,591
+457
+21% +$53.2K 0.01% 441
2020
Q4 		$256K Buy
+2,134
New +$257K 0.01% 452
2020
Q1 		– Sell
-1,886
Closed -$208K – 488
2019
Q4 		$208K Buy
+1,886
New +$210K 0.02% 432
2018
Q2 		– Sell
-2,944
Closed -$304K – 367
2018
Q1 		$304K Sell
2,944
-254
-8% -$26.2K 0.06% 240
2017
Q4 		$338K Buy
3,198
+73
+2% +$7.74K 0.07% 220
2017
Q3 		$333K Buy
3,125
+546
+21% +$58.5K 0.08% 212
2017
Q2 		$275K Buy
+2,579
New +$275K 0.06% 230

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Buckingham Strategic Wealth's IEF Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.21% in Q2 2024, buying an estimated $465 and bringing the position to 2,337 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Buckingham Strategic Wealth first reported a position in IEF in Q2 2017 and has held it in 20 quarters since. The position peaked at $412K in Q2 2023. 903 funds tracked by Wall St. Rank hold IEF as of Q2 2024.

  • Buckingham Strategic Wealth held 2,337 shares of iShares 7-10 Year Treasury Bond ETF worth $219K as of Q2 2024.
  • Buckingham Strategic Wealth bought 5 iShares 7-10 Year Treasury Bond ETF shares in Q2 2024, an estimated $465.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #685 holding.
  • Buckingham Strategic Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and has held it in 20 quarters since.
  • Buckingham Strategic Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $412K in Q2 2023.
  • 903 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.