Eudaimonia Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Eudaimonia Partners’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	-10,759	Closed	-$1.04M	–	265
2023 Q4	$1.04M	Buy	10,759 +5,820	+118%	+$538K	0.27%	82
2023 Q3	$452K	Buy	4,939 +6	+0.1%	+$566	0.11%	184
2023 Q2	$477K	Sell	4,933 -48,276	-91%	-$4.75M	0.11%	191
2023 Q1	$5.27M	Buy	+53,209	New	+$5.2M	1.27%	9
2021 Q2	–	Sell	-1,378	Closed	-$156K	–	822
2021 Q1	$156K	Buy	1,378 +772	+127%	+$89.9K	0.03%	387
2020 Q4	$73K	Sell	606 -3,697	-86%	-$445K	0.02%	519
2020 Q3	$524K	Buy	4,303 +3,613	+524%	+$441K	0.13%	164
2020 Q2	$84K	Sell	690 -1,965	-74%	-$239K	0.03%	401
2020 Q1	$323K	Buy	+2,655	New	+$306K	0.14%	163

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

Eudaimonia Partners's IEF Position: Q1 2024 in Review

Eudaimonia Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2024, closing a stake of 10,759 shares — an estimated $1.04M sold.

Eudaimonia Partners first reported a position in IEF in Q1 2020 and held it in 9 quarters. The position peaked at $5.27M in Q1 2023. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

Eudaimonia Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Eudaimonia Partners sold 10,759 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $1.04M.
Eudaimonia Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and held it in 9 quarters.
Eudaimonia Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $5.27M in Q1 2023.
900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Eudaimonia Partners's 13F filing for Q1 2024, filed 25 Apr 2024.