Clean Yield Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Clean Yield Group’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	-1,000	Closed	-$94.7K	–	381
2024 Q1	$94.7K	Buy	1,000 +500	+100%	+$47.4K	0.04%	179
2023 Q4	$48.2K	Sell	500 -500	-50%	-$46.2K	0.02%	240
2023 Q3	$91.5K	Buy	+1,000	New	+$94.3K	0.04%	176
2023 Q1	–	Sell	-1,200	Closed	-$115K	–	443
2022 Q4	$115K	Sell	1,200 -2,300	-66%	-$221K	0.05%	166
2022 Q3	$336K	Buy	+3,500	New	+$355K	0.16%	98
2021 Q1	–	Sell	-62	Closed	-$7K	–	246
2020 Q4	$7K	Sell	62 -50	-45%	-$6.01K	﹤0.01%	372
2020 Q3	$14K	Hold	112	–	–	0.01%	288
2020 Q2	$14K	Buy	+112	New	+$13.6K	0.01%	287
2016 Q4	–	Sell	-3,541	Closed	-$396K	–	192
2016 Q3	$396K	Hold	3,541	–	–	0.17%	97
2016 Q2	$400K	Buy	+3,541	New	+$392K	0.17%	94

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

Clean Yield Group's IEF Position: Q2 2024 in Review

Clean Yield Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2024, closing a stake of 1,000 shares — an estimated $94.7K sold.

Clean Yield Group first reported a position in IEF in Q2 2016 and held it in 10 quarters. The position peaked at $400K in Q2 2016. 903 funds tracked by Wall St. Rank hold IEF as of Q2 2024.

Clean Yield Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Clean Yield Group sold 1,000 iShares 7-10 Year Treasury Bond ETF shares in Q2 2024, an estimated $94.7K.
Clean Yield Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and held it in 10 quarters.
Clean Yield Group's iShares 7-10 Year Treasury Bond ETF position peaked at $400K in Q2 2016.
903 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2024.

Based on Clean Yield Group's 13F filing for Q2 2024, filed 10 Jul 2024.