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

Cranbrook 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 Q3	–	Sell	-230	Closed	-$21.5K	–	380
2024 Q2	$21.5K	Hold	230	–	–	0.01%	218
2024 Q1	$21.8K	Hold	230	–	–	0.01%	196
2023 Q4	$22.2K	Sell	230 -558	-71%	-$51.6K	0.01%	195
2023 Q3	$72.2K	Hold	788	–	–	0.02%	136
2023 Q2	$76.1K	Hold	788	–	–	0.02%	134
2023 Q1	$78.1K	Hold	788	–	–	0.02%	134
2022 Q4	$75.5K	Hold	788	–	–	0.02%	131
2022 Q3	$76K	Hold	788	–	–	0.02%	134
2022 Q2	$81K	Hold	788	–	–	0.02%	137
2022 Q1	$85K	Hold	788	–	–	0.02%	143
2021 Q4	$91K	Hold	788	–	–	0.02%	139
2021 Q3	$91K	Hold	788	–	–	0.02%	140
2021 Q2	$91K	Hold	788	–	–	0.02%	137
2021 Q1	$89K	Hold	788	–	–	0.02%	137
2020 Q4	$95K	Hold	788	–	–	0.02%	129
2020 Q3	$96K	Hold	788	–	–	0.03%	116
2020 Q2	$96K	Hold	788	–	–	0.03%	114
2020 Q1	$96K	Buy	788 +230	+41%	+$26.5K	0.03%	105
2019 Q4	$62K	Hold	558	–	–	0.02%	132
2019 Q3	$63K	Buy	+558	New	+$62.3K	0.02%	125
2014 Q1	–	Sell	-1,232	Closed	-$122K	–	185
2013 Q4	$122K	Buy	+1,232	New	+$125K	0.08%	72

Other funds holding IEF

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

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

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

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

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Cranbrook Wealth Management's IEF Position: Q3 2024 in Review

Cranbrook Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 230 shares — an estimated $21.5K sold.

Cranbrook Wealth Management first reported a position in IEF in Q4 2013 and held it in 21 quarters. The position peaked at $122K in Q4 2013. 940 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

Cranbrook Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Cranbrook Wealth Management sold 230 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $21.5K.
Cranbrook Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2013 and held it in 21 quarters.
Cranbrook Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $122K in Q4 2013.
940 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Cranbrook Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.