Family Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Family Asset 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 Q3	$308K	Sell	3,139 -992	-24%	-$95.9K	0.19%	86
2024 Q2	$387K	Buy	4,131 +2,019	+96%	+$188K	0.25%	76
2024 Q1	$200K	Buy	2,112 +1,997	+1,737%	+$189K	0.12%	103
2023 Q4	$11.1K	Sell	115 -767	-87%	-$70.9K	0.01%	158
2023 Q3	$80.8K	Sell	882 -1,803	-67%	-$170K	0.06%	118
2023 Q2	$259K	Sell	2,685 -2,183	-45%	-$215K	0.18%	88
2023 Q1	$483K	Sell	4,868 -3,037	-38%	-$297K	0.35%	61
2022 Q4	$757K	Buy	+7,905	New	+$759K	0.63%	40

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Family Asset Management's IEF Position: Q3 2024 in Review

Family Asset Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 24% in Q3 2024, selling an estimated $95.9K and leaving 3,139 shares worth $308K. The position accounts for 0.19% of the portfolio, ranked #86.

Family Asset Management first reported a position in IEF in Q4 2022 and has held it in 8 quarters since. The position peaked at $757K in Q4 2022. 939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

Family Asset Management held 3,139 shares of iShares 7-10 Year Treasury Bond ETF worth $308K as of Q3 2024.
Family Asset Management sold 992 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $95.9K.
iShares 7-10 Year Treasury Bond ETF made up 0.19% of Family Asset Management's portfolio in Q3 2024, its #86 holding.
Family Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $757K in Q4 2022.
939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.