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

Congress 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
2024
Q1 		– Sell
-3,412
Closed -$329K – 605
2023
Q4 		$329K Sell
3,412
-2,465
-42% -$228K 0.01% 514
2023
Q3 		$538K Sell
5,877
-5
-0.1% -$472 0.01% 452
2023
Q2 		$568K Sell
5,882
-5,659
-49% -$556K 0.01% 401
2023
Q1 		$1.14M Sell
11,541
-4,867
-30% -$476K 0.03% 326
2022
Q4 		$1.57M Sell
16,408
-1,212,368
-99% -$116M 0.04% 288
2022
Q3 		$118M Buy
1,228,776
+136,058
+12% +$13.8M 3.18% 2
2022
Q2 		$112M Buy
1,092,718
+78,452
+8% +$8.05M 2.86% 2
2022
Q1 		$109M Buy
1,014,266
+353,147
+53% +$39.2M 2.38% 2
2021
Q4 		$76M Buy
+661,119
New +$76M 1.52% 7

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.47T 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 $431B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return