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

Capital Advisors Ltd’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 Q3	–	Sell	-8	Closed	-$1K	–	1486
2024 Q2	$1K	Hold	8	–	–	﹤0.01%	1212
2024 Q1	$1K	Hold	8	–	–	﹤0.01%	1197
2023 Q4	$1K	Buy	+8	New	+$740	﹤0.01%	1154
2019 Q3	–	Sell	-33	Closed	-$4K	–	427
2019 Q2	$4K	Sell	33 -103	-76%	-$11K	﹤0.01%	413
2019 Q1	$15K	Buy	136 +51	+60%	+$5.33K	﹤0.01%	348
2018 Q4	$9K	Hold	85	–	–	﹤0.01%	377
2018 Q3	$9K	Sell	85 -55	-39%	-$5.61K	﹤0.01%	420
2018 Q2	$14K	Hold	140	–	–	﹤0.01%	313
2018 Q1	$14K	Hold	140	–	–	﹤0.01%	304
2017 Q4	$15K	Hold	140	–	–	﹤0.01%	301
2017 Q3	$15K	Buy	+140	New	+$15K	0.01%	300
2016 Q4	–	Sell	-189	Closed	-$21K	–	400
2016 Q3	$21K	Hold	189	–	–	0.01%	249
2016 Q2	$21K	Hold	189	–	–	0.01%	239
2016 Q1	$21K	Hold	189	–	–	0.01%	229
2015 Q4	$20K	Buy	+189	New	+$20.1K	0.01%	225

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital Advisors Ltd's IEF Position: Q3 2024 in Review

Capital Advisors Ltd sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 8 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in IEF in Q4 2015 and held it in 15 quarters. The position peaked at $21K in Q3 2016. 940 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

Capital Advisors Ltd reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Capital Advisors Ltd sold 8 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $1K.
Capital Advisors Ltd first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and held it in 15 quarters.
Capital Advisors Ltd's iShares 7-10 Year Treasury Bond ETF position peaked at $21K in Q3 2016.
940 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Capital Advisors Ltd's 13F filing for Q3 2024, filed 24 Oct 2024.