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

GDS Wealth 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	-2,470	Closed	-$242K	–	173
2024 Q3	$242K	Sell	2,470 -153,754	-98%	-$14.9M	0.02%	153
2024 Q2	$14.6M	Buy	156,224 +24,941	+19%	+$2.32M	1.6%	24
2024 Q1	$12.4M	Buy	131,283 +20,509	+19%	+$1.94M	1.46%	31
2023 Q4	$10.7M	Buy	110,774 +12,276	+12%	+$1.14M	1.44%	25
2023 Q3	$9.02M	Buy	98,498 +11,332	+13%	+$1.07M	1.42%	24
2023 Q2	$8.42M	Buy	87,166 +7,208	+9%	+$709K	1.37%	22
2023 Q1	$7.93M	Buy	+79,958	New	+$7.82M	1.4%	21

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

GDS Wealth Management's IEF Position: Q4 2024 in Review

GDS Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 2,470 shares — an estimated $242K sold.

GDS Wealth Management first reported a position in IEF in Q1 2023 and held it in 7 quarters. The position peaked at $14.6M in Q2 2024. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

GDS Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
GDS Wealth Management sold 2,470 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $242K.
GDS Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and held it in 7 quarters.
GDS Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $14.6M in Q2 2024.
974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

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