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

FirstPurpose Wealth’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 Q1	$819K	Buy	8,895 +384	+5%	+$36.4K	0.3%	65
2023 Q4	$820K	Buy	8,511 +94	+1%	+$8.69K	0.31%	57
2023 Q3	$771K	Buy	8,417 +1,180	+16%	+$111K	0.33%	54
2023 Q2	$699K	Buy	7,237 +3	+0%	+$295	0.3%	57
2023 Q1	$717K	Buy	7,234 +1,176	+19%	+$115K	0.35%	57
2022 Q4	$580K	Sell	6,058 -100	-2%	-$9.6K	0.32%	57
2022 Q3	$591K	Buy	+6,158	New	+$625K	0.39%	52

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

FirstPurpose Wealth's IEF Position: Q1 2024 in Review

FirstPurpose Wealth increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.5% in Q1 2024, buying an estimated $36.4K and bringing the position to 8,895 shares worth $819K. The position accounts for 0.3% of the portfolio, ranked #65.

FirstPurpose Wealth first reported a position in IEF in Q3 2022 and has held it in 7 quarters since. The position peaked at $820K in Q4 2023. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

FirstPurpose Wealth held 8,895 shares of iShares 7-10 Year Treasury Bond ETF worth $819K as of Q1 2024.
FirstPurpose Wealth bought 384 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $36.4K.
iShares 7-10 Year Treasury Bond ETF made up 0.3% of FirstPurpose Wealth's portfolio in Q1 2024, its #65 holding.
FirstPurpose Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 7 quarters since.
FirstPurpose Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $820K in Q4 2023.
900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.