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Cedar Brook Financial Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cedar Brook Financial Partners’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 		– Sell
-12,751
Closed -$1.21M – 196
2024
Q1 		$1.21M Buy
12,751
+382
+3% +$36.2K 0.24% 101
2023
Q4 		$1.19M Buy
12,369
+3,209
+35% +$297K 0.26% 93
2023
Q3 		$839K Buy
9,160
+7,069
+338% +$667K 0.22% 111
2023
Q2 		$202K Sell
2,091
-7,206
-78% -$708K 0.05% 384
2023
Q1 		$921K Buy
+9,297
New +$909K 0.24% 109
2022
Q4 		– Sell
-2,877
Closed -$276K – 380
2022
Q3 		$276K Buy
+2,877
New +$292K 0.09% 254
2022
Q2 		– Sell
-2,260
Closed -$243K – 368
2022
Q1 		$243K Buy
2,260
+156
+7% +$17.3K 0.06% 318
2021
Q4 		$242K Buy
+2,104
New +$242K 0.06% 326
2021
Q1 		– Sell
-1,687
Closed -$202K – 331
2020
Q4 		$202K Buy
+1,687
New +$203K 0.07% 303
2020
Q3 		– Sell
-6,714
Closed -$818K – 300
2020
Q2 		$818K Buy
+6,714
New +$816K 0.36% 79
2019
Q3 		– Sell
-8,670
Closed -$954K – 311
2019
Q2 		$954K Buy
8,670
+6,399
+282% +$686K 0.44% 68
2019
Q1 		$242K Buy
+2,271
New +$237K 0.12% 232

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $374B AUM 17.66% 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 $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cedar Brook Financial Partners's IEF Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2024, closing a stake of 12,751 shares — an estimated $1.21M sold.

Cedar Brook Financial Partners first reported a position in IEF in Q1 2019 and held it in 12 quarters. The position peaked at $1.21M in Q1 2024. 903 funds tracked by Wall St. Rank hold IEF as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 12,751 iShares 7-10 Year Treasury Bond ETF shares in Q2 2024, an estimated $1.21M.
  • Cedar Brook Financial Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and held it in 12 quarters.
  • Cedar Brook Financial Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $1.21M in Q1 2024.
  • 903 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.