ClientFirst Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

ClientFirst Wealth Management’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
2023 Q3	$207K	Buy	+2,273	New	+$214K	0.25%	30

Other funds holding IEF

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

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

ClientFirst Wealth Management's IEF Position: Q3 2023 in Review

ClientFirst Wealth Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2023: 2,273 shares worth $207K. The stake represents 0.25% of the portfolio and ranks #30 among its holdings.

793 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

ClientFirst Wealth Management held 2,273 shares of iShares 7-10 Year Treasury Bond ETF worth $207K as of Q3 2023.
iShares 7-10 Year Treasury Bond ETF was a new ClientFirst Wealth Management position in Q3 2023.
iShares 7-10 Year Treasury Bond ETF made up 0.25% of ClientFirst Wealth Management's portfolio in Q3 2023, its #30 holding.
793 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on ClientFirst Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.