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Exchange Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Exchange Capital 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
-2,187
Closed -$215K – 215
2024
Q3 		$215K Sell
2,187
-64
-3% -$6.19K 0.03% 190
2024
Q2 		$211K Sell
2,251
-27
-1% -$2.51K 0.03% 191
2024
Q1 		$216K Buy
2,278
+1
+0% +$95 0.04% 183
2023
Q4 		$219K Buy
2,277
+13
+0.6% +$1.2K 0.04% 177
2023
Q3 		$207K Sell
2,264
-172
-7% -$16.2K 0.04% 173
2023
Q2 		$235K Buy
2,436
+102
+4% +$10K 0.04% 170
2023
Q1 		$231K Buy
2,334
+17
+0.7% +$1.66K 0.05% 165
2022
Q4 		$222K Buy
+2,317
New +$222K 0.05% 156
2018
Q2 		– Sell
-343
Closed -$35K – 259
2018
Q1 		$35K Buy
343
+28
+9% +$2.88K 0.01% 159
2017
Q4 		$33K Sell
315
-505
-62% -$53.6K 0.01% 158
2017
Q3 		$87K Sell
820
-289
-26% -$31K 0.03% 134
2017
Q2 		$118K Sell
1,109
-14,544
-93% -$1.55M 0.04% 112
2017
Q1 		$1.65M Sell
15,653
-174
-1% -$18.3K 0.6% 46
2016
Q4 		$1.66M Buy
15,827
+136
+0.9% +$14.6K 0.63% 46
2016
Q3 		$1.75M Buy
15,691
+372
+2% +$41.7K 0.69% 48
2016
Q2 		$1.73M Buy
15,319
+5,679
+59% +$628K 0.7% 50
2016
Q1 		$1.06M Buy
9,640
+110
+1% +$12K 0.46% 53
2015
Q4 		$1.01M Buy
9,530
+1,487
+18% +$159K 0.43% 57
2015
Q3 		$868K Buy
+8,043
New +$854K 0.4% 59
2015
Q1 		– Sell
-375
Closed -$40K – 195
2014
Q4 		$40K Buy
+375
New +$39.5K 0.02% 114
2014
Q3 		– Sell
-346
Closed -$36K – 235
2014
Q2 		$36K Buy
+346
New +$35.5K 0.02% 101
2013
Q3 		– Sell
-69
Closed -$7K – 225
2013
Q2 		$7K Buy
+69
New +$7.35K ﹤0.01% 141

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

Exchange Capital Management's IEF Position: Q4 2024 in Review

Exchange Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 2,187 shares — an estimated $215K sold.

Exchange Capital Management first reported a position in IEF in Q2 2013 and held it in 22 quarters. The position peaked at $1.75M in Q3 2016. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

  • Exchange Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Exchange Capital Management sold 2,187 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $215K.
  • Exchange Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 22 quarters.
  • Exchange Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.75M in Q3 2016.
  • 974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Exchange Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.