Client First Capital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Client First Capital’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 Q1	–	Sell	-56,945	Closed	-$5.49M	–	18
2023 Q4	$5.49M	Sell	56,945 -15,904	-22%	-$1.47M	3.99%	11
2023 Q3	$6.67M	Sell	72,849 -1,655	-2%	-$156K	4.83%	9
2023 Q2	$7.2M	Buy	74,504 +357	+0.5%	+$35.1K	5.34%	7
2023 Q1	$7.35M	Sell	74,147 -3,947	-5%	-$386K	5.61%	9
2022 Q4	$7.48M	Sell	78,094 -2,908	-4%	-$279K	5.85%	9
2022 Q3	$7.78M	Sell	81,002 -148	-0.2%	-$15K	5.7%	9
2022 Q2	$8.3M	Buy	81,150 +1,116	+1%	+$115K	6.38%	7
2022 Q1	$8.6M	Buy	80,034 +63,380	+381%	+$7.03M	5.78%	8
2021 Q4	$1.92M	Buy	+16,654	New	+$1.91M	1.36%	19

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Client First Capital's IEF Position: Q1 2024 in Review

Client First Capital sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2024, closing a stake of 56,945 shares — an estimated $5.49M sold.

Client First Capital first reported a position in IEF in Q4 2021 and held it in 9 quarters. The position peaked at $8.6M in Q1 2022. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

Client First Capital reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Client First Capital sold 56,945 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $5.49M.
Client First Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 9 quarters.
Client First Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $8.6M in Q1 2022.
900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Client First Capital's 13F filing for Q1 2024, filed 16 Apr 2024.