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	1.51%	7

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Congress Wealth Management's IEF Position: Q1 2024 in Review

Congress Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2024, closing a stake of 3,412 shares — an estimated $329K sold.

Congress Wealth Management first reported a position in IEF in Q4 2021 and held it in 9 quarters. The position peaked at $118M in Q3 2022. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

Congress Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Congress Wealth Management sold 3,412 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $329K.
Congress Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 9 quarters.
Congress Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $118M in Q3 2022.
900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Congress Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.