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

Drive 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
Q4 		– Sell
-4,924
Closed -$483K – 359
2024
Q3 		$483K Buy
4,924
+144
+3% +$13.9K 0.13% 131
2024
Q2 		$448K Sell
4,780
-8,414
-64% -$782K 0.12% 148
2024
Q1 		$1.25M Sell
13,194
-2,754
-17% -$261K 0.35% 55
2023
Q4 		$1.54M Sell
15,948
-5,435
-25% -$503K 0.5% 41
2023
Q3 		$1.96M Sell
21,383
-3,380
-14% -$319K 0.72% 31
2023
Q2 		$2.39M Buy
24,763
+93
+0.4% +$9.14K 0.89% 23
2023
Q1 		$2.45M Buy
24,670
+22,468
+1,020% +$2.2M 1.02% 16
2022
Q4 		$211K Sell
2,202
-105
-5% -$10.1K 0.11% 208
2022
Q3 		$221K Sell
2,307
-19
-0.8% -$1.93K 0.21% 131
2022
Q2 		$238K Sell
2,326
-218
-9% -$22.4K 0.22% 130
2022
Q1 		$273K Buy
2,544
+217
+9% +$24.1K 0.23% 116
2021
Q4 		$268K Buy
+2,327
New +$267K 0.24% 112

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Drive Wealth Management's IEF Position: Q4 2024 in Review

Drive Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 4,924 shares — an estimated $483K sold.

Drive Wealth Management first reported a position in IEF in Q4 2021 and held it in 12 quarters. The position peaked at $2.45M in Q1 2023. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

  • Drive Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Drive Wealth Management sold 4,924 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $483K.
  • Drive Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 12 quarters.
  • Drive Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2.45M in Q1 2023.
  • 974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Drive Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.