Colonial Trust Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Colonial Trust Advisors’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	-14	Closed	-$1.32K	–	891
2024 Q1	$1.32K	Hold	14	–	–	﹤0.01%	840
2023 Q4	$1.35K	Hold	14	–	–	﹤0.01%	746
2023 Q3	$1.28K	Hold	14	–	–	﹤0.01%	761
2023 Q2	$1.35K	Hold	14	–	–	﹤0.01%	770
2023 Q1	$1.39K	Hold	14	–	–	﹤0.01%	762
2022 Q4	$1.34K	Buy	+14	New	+$1.34K	﹤0.01%	772

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

Colonial Trust Advisors's IEF Position: Q2 2024 in Review

Colonial Trust Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2024, closing a stake of 14 shares — an estimated $1.32K sold.

Colonial Trust Advisors first reported a position in IEF in Q4 2022 and held it in 6 quarters. The position peaked at $1.39K in Q1 2023. 903 funds tracked by Wall St. Rank hold IEF as of Q2 2024.

Colonial Trust Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Colonial Trust Advisors sold 14 iShares 7-10 Year Treasury Bond ETF shares in Q2 2024, an estimated $1.32K.
Colonial Trust Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and held it in 6 quarters.
Colonial Trust Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.39K in Q1 2023.
903 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.