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

Executive 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	$602K	Sell	6,508 -471	-7%	-$44.5K	0.05%	155
2024 Q3	$685K	Buy	+6,979	New	+$675K	0.05%	151
2024 Q2	–	Sell	-77,059	Closed	-$7.21M	–	179
2024 Q1	$7.21M	Buy	77,059 +7,281	+10%	+$690K	0.63%	55
2023 Q4	$6.73M	Sell	69,778 -1,587	-2%	-$147K	0.63%	54
2023 Q3	$6.54M	Sell	71,365 -153	-0.2%	-$14.4K	0.68%	51
2023 Q2	$6.91M	Sell	71,518 -851	-1%	-$83.7K	0.72%	49
2023 Q1	$7.17M	Buy	72,369 +6,870	+10%	+$672K	0.8%	35
2022 Q4	$6.27M	Buy	65,499 +61,335	+1,473%	+$5.89M	0.77%	42
2022 Q3	$4.16K	Sell	4,164 -44,796	-91%	-$4.55M	0.58%	56
2022 Q2	$5.01M	Buy	48,960 +5,124	+12%	+$526K	0.67%	49
2022 Q1	$4.71M	Buy	+43,836	New	+$4.86M	0.51%	62
2019 Q3	–	Sell	-20	Closed	-$2K	–	428
2019 Q2	$2K	Hold	20	–	–	﹤0.01%	801
2019 Q1	$2K	Sell	20 -798	-98%	-$83.4K	﹤0.01%	733
2018 Q4	$85K	Buy	+818	New	+$82.8K	0.02%	216

Other funds holding IEF

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Executive Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.7% in Q4 2024, selling an estimated $44.5K and leaving 6,508 shares worth $602K. The position accounts for 0.05% of the portfolio, ranked #155.

Executive Wealth Management first reported a position in IEF in Q4 2018 and has held it in 14 quarters since. The position peaked at $7.21M in Q1 2024. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

Executive Wealth Management held 6,508 shares of iShares 7-10 Year Treasury Bond ETF worth $602K as of Q4 2024.
Executive Wealth Management sold 471 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $44.5K.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Executive Wealth Management's portfolio in Q4 2024, its #155 holding.
Executive Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and has held it in 14 quarters since.
Executive Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $7.21M in Q1 2024.
974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.