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

Connectus Wealth’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	-99,277	Closed	-$9.61M	–	422
2023 Q4	$9.61M	Sell	99,277 -54,459	-35%	-$5.04M	0.2%	108
2023 Q3	$14.1M	Sell	153,736 -7,211	-4%	-$680K	0.31%	81
2023 Q2	$15.6M	Buy	160,947 +54,178	+51%	+$5.33M	0.36%	73
2023 Q1	$10.6M	Buy	106,769 +86,325	+422%	+$8.44M	0.26%	89
2022 Q4	$1.97M	Sell	20,444 -61,350	-75%	-$5.89M	0.05%	210
2022 Q3	$7.87M	Buy	81,794 +36,573	+81%	+$3.71M	0.16%	138
2022 Q2	$4.64M	Buy	45,221 +19,592	+76%	+$2.01M	0.11%	155
2022 Q1	$2.95M	Buy	+25,629	New	+$2.84M	0.09%	132

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

Connectus Wealth's IEF Position: Q1 2024 in Review

Connectus Wealth sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2024, closing a stake of 99,277 shares — an estimated $9.61M sold.

Connectus Wealth first reported a position in IEF in Q1 2022 and held it in 8 quarters. The position peaked at $15.6M in Q2 2023. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

Connectus Wealth reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Connectus Wealth sold 99,277 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $9.61M.
Connectus Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and held it in 8 quarters.
Connectus Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $15.6M in Q2 2023.
900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.