Forvis Mazars Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Forvis Mazars Wealth Advisors’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	-4,335	Closed	-$410K	–	407
2024 Q1	$410K	Sell	4,335 -83,578	-95%	-$7.92M	0.01%	312
2023 Q4	$8.47M	Sell	87,913 -7,930	-8%	-$733K	0.24%	63
2023 Q3	$8.78M	Buy	95,843 +5,180	+6%	+$489K	0.26%	62
2023 Q2	$8.76M	Sell	90,663 -1,860	-2%	-$183K	0.26%	67
2023 Q1	$9.17M	Sell	92,523 -45,015	-33%	-$4.4M	0.3%	57
2022 Q4	$13.2M	Sell	137,538 -7,078	-5%	-$680K	0.46%	41
2022 Q3	$13.9M	Buy	+144,616	New	+$14.7M	0.56%	34

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

Forvis Mazars Wealth Advisors's IEF Position: Q2 2024 in Review

Forvis Mazars Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2024, closing a stake of 4,335 shares — an estimated $410K sold.

Forvis Mazars Wealth Advisors first reported a position in IEF in Q3 2022 and held it in 7 quarters. The position peaked at $13.9M in Q3 2022. 903 funds tracked by Wall St. Rank hold IEF as of Q2 2024.

Forvis Mazars Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 4,335 iShares 7-10 Year Treasury Bond ETF shares in Q2 2024, an estimated $410K.
Forvis Mazars Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and held it in 7 quarters.
Forvis Mazars Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $13.9M in Q3 2022.
903 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2024.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.