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

Carolinas 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
2024
Q4 		– Sell
-24
Closed -$2.35K – 1079
2024
Q3 		$2.35K Buy
24
+10
+71% +$967 ﹤0.01% 784
2024
Q2 		$1.31K Buy
+14
New +$1.3K ﹤0.01% 867
2023
Q4 		– Sell
-1,445
Closed -$129K – 1018
2023
Q3 		$129K Buy
+1,445
New +$136K 0.03% 192

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolinas Wealth Consulting's IEF Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 24 shares — an estimated $2.35K sold.

Carolinas Wealth Consulting first reported a position in IEF in Q3 2023 and held it in 3 quarters. The position peaked at $129K in Q3 2023. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

  • Carolinas Wealth Consulting reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 24 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $2.35K.
  • Carolinas Wealth Consulting first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and held it in 3 quarters.
  • Carolinas Wealth Consulting's iShares 7-10 Year Treasury Bond ETF position peaked at $129K in Q3 2023.
  • 974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.