Fourpath Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Fourpath Capital 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 Q4	–	Sell	-1	Closed	-$105	–	486
2024 Q3	$105	Buy	+1	New	+$97	﹤0.01%	763
2023 Q2	–	Sell	-58,291	Closed	-$5.78M	–	114
2023 Q1	$5.78M	Buy	+58,291	New	+$5.7M	4.04%	5
2022 Q2	–	Sell	-118,757	Closed	-$12.8M	–	143
2022 Q1	$12.8M	Buy	118,757 +8,418	+8%	+$934K	5.07%	5
2021 Q4	$12.7M	Buy	+110,339	New	+$12.7M	4.88%	5

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fourpath Capital Management's IEF Position: Q4 2024 in Review

Fourpath Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 1 share — an estimated $105 sold.

Fourpath Capital Management first reported a position in IEF in Q4 2021 and held it in 4 quarters. The position peaked at $12.8M in Q1 2022. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

Fourpath Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Fourpath Capital Management sold 1 iShares 7-10 Year Treasury Bond ETF share in Q4 2024, an estimated $105.
Fourpath Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 4 quarters.
Fourpath Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $12.8M in Q1 2022.
974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Fourpath Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.