Financial Management Professionals’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Financial Management Professionals’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 Q2	–	Sell	-500	Closed	-$10K	–	959
2024 Q1	$10K	Hold	500	–	–	﹤0.01%	538
2023 Q4	$9K	Hold	500	–	–	﹤0.01%	559
2023 Q3	$9K	Hold	500	–	–	﹤0.01%	501
2023 Q2	$9K	Hold	500	–	–	﹤0.01%	558
2023 Q1	$8K	Hold	500	–	–	﹤0.01%	605
2022 Q4	$8K	Hold	500	–	–	﹤0.01%	545
2022 Q3	$6K	Buy	+500	New	+$50.7K	﹤0.01%	576
2020 Q2	–	Sell	-236	Closed	-$29K	–	608
2020 Q1	$29K	Buy	+236	New	+$27.2K	0.01%	118

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Management Professionals's IEF Position: Q2 2024 in Review

Financial Management Professionals sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2024, closing a stake of 500 shares — an estimated $10K sold.

Financial Management Professionals first reported a position in IEF in Q1 2020 and held it in 8 quarters. The position peaked at $29K in Q1 2020. 903 funds tracked by Wall St. Rank hold IEF as of Q2 2024.

Financial Management Professionals reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Financial Management Professionals sold 500 iShares 7-10 Year Treasury Bond ETF shares in Q2 2024, an estimated $10K.
Financial Management Professionals first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and held it in 8 quarters.
Financial Management Professionals's iShares 7-10 Year Treasury Bond ETF position peaked at $29K in Q1 2020.
903 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2024.

Based on Financial Management Professionals's 13F filing for Q2 2024, filed 12 Jul 2024.