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

FAS Wealth 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
Q3 		– Sell
-216
Closed -$20.2K – 447
2024
Q2 		$20.2K Buy
216
+177
+454% +$16.4K ﹤0.01% 381
2024
Q1 		$3.69K Buy
+39
New +$3.7K ﹤0.01% 426
2023
Q3 		– Sell
-11
Closed -$1.06K – 427
2023
Q2 		$1.06K Sell
11
-467
-98% -$45.9K ﹤0.01% 393
2023
Q1 		$47.4K Sell
478
-595
-55% -$58.2K 0.01% 336
2022
Q4 		$103K Sell
1,073
-21
-2% -$2.02K 0.01% 297
2022
Q3 		$105K Sell
1,094
-885
-45% -$89.8K 0.01% 290
2022
Q2 		$202K Sell
1,979
-3,464
-64% -$355K 0.02% 268
2022
Q1 		$585K Sell
5,443
-642
-11% -$71.2K 0.06% 178
2021
Q4 		$700K Sell
6,085
-1,067
-15% -$123K 0.06% 159
2021
Q3 		$824K Sell
7,152
-1,456
-17% -$170K 0.08% 141
2021
Q2 		$994K Sell
8,608
-9,975
-54% -$1.14M 0.09% 129
2021
Q1 		$2.1M Sell
18,583
-8,047
-30% -$938K 0.22% 75
2020
Q4 		$3.19M Sell
26,630
-14,799
-36% -$1.78M 0.36% 50
2020
Q3 		$5.05M Sell
41,429
-2,652
-6% -$324K 0.69% 28
2020
Q2 		$5.37M Sell
44,081
-15,969
-27% -$1.94M 0.79% 22
2020
Q1 		$7.29M Sell
60,050
-211,132
-78% -$24.3M 1.28% 16
2019
Q4 		$29.9M Buy
271,182
+3,397
+1% +$379K 5.03% 7
2019
Q3 		$30.1M Buy
267,785
+7,653
+3% +$854K 5.46% 4
2019
Q2 		$28.6M Buy
260,132
+70,779
+37% +$7.59M 5.33% 5
2019
Q1 		$20.2M Buy
+189,353
New +$19.8M 3.94% 7

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

FAS Wealth Partners's IEF Position: Q3 2024 in Review

FAS Wealth Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 216 shares — an estimated $20.2K sold.

FAS Wealth Partners first reported a position in IEF in Q1 2019 and held it in 20 quarters. The position peaked at $30.1M in Q3 2019. 939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

  • FAS Wealth Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • FAS Wealth Partners sold 216 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $20.2K.
  • FAS Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and held it in 20 quarters.
  • FAS Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $30.1M in Q3 2019.
  • 939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on FAS Wealth Partners's 13F filing for Q3 2024, filed 17 Oct 2024.