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

EisnerAmper Wealth Management Corporate Benefits’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
2023 Q4	$1.71M	Sell	17,716 -13,466	-43%	-$1.25M	0.62%	37
2023 Q3	$2.86M	Sell	31,182 -145	-0.5%	-$13.7K	1.27%	27
2023 Q2	$3.03M	Sell	31,327 -276	-0.9%	-$27.1K	1.45%	21
2023 Q1	$3.13M	Buy	31,603 +13,336	+73%	+$1.3M	1.51%	22
2022 Q4	$1.75M	Sell	18,267 -10,898	-37%	-$1.05M	0.89%	27
2022 Q3	$2.8M	Buy	+29,165	New	+$2.96M	1.6%	21
2021 Q4	–	Sell	-10,312	Closed	-$1.19M	–	51
2021 Q3	$1.19M	Buy	10,312 +3,495	+51%	+$409K	0.6%	32
2021 Q2	$787K	Buy	6,817 +2,345	+52%	+$268K	0.4%	33
2021 Q1	$505K	Buy	4,472 +1,193	+36%	+$139K	0.27%	34
2020 Q4	$393K	Buy	3,279 +384	+13%	+$46.2K	0.23%	32
2020 Q3	$353K	Buy	2,895 +179	+7%	+$21.8K	0.23%	34
2020 Q2	$331K	Buy	+2,716	New	+$330K	0.23%	34
2018 Q2	–	Sell	-2,293	Closed	-$237K	–	37
2018 Q1	$237K	Buy	+2,293	New	+$236K	0.2%	32

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's IEF Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 43% in Q4 2023, selling an estimated $1.25M and leaving 17,716 shares worth $1.71M. The position accounts for 0.62% of the portfolio, ranked #37.

EisnerAmper Wealth Management Corporate Benefits first reported a position in IEF in Q1 2018 and has held it in 13 quarters since. The position peaked at $3.13M in Q1 2023. 907 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

EisnerAmper Wealth Management Corporate Benefits held 17,716 shares of iShares 7-10 Year Treasury Bond ETF worth $1.71M as of Q4 2023.
EisnerAmper Wealth Management Corporate Benefits sold 13,466 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $1.25M.
iShares 7-10 Year Treasury Bond ETF made up 0.62% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #37 holding.
EisnerAmper Wealth Management Corporate Benefits first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2018 and has held it in 13 quarters since.
EisnerAmper Wealth Management Corporate Benefits's iShares 7-10 Year Treasury Bond ETF position peaked at $3.13M in Q1 2023.
907 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.