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

Gen-Wealth Partners’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
Q3 		– Sell
-17
Closed -$1.61K – 687
2024
Q2 		$1.61K Sell
17
-16
-48% -$1.49K ﹤0.01% 587
2024
Q1 		$3.15K Buy
+33
New +$3.13K ﹤0.01% 546

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Gen-Wealth Partners's IEF Position: Q3 2024 in Review

Gen-Wealth Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 17 shares — an estimated $1.61K sold.

Gen-Wealth Partners first reported a position in IEF in Q1 2024 and held it in 2 quarters. The position peaked at $3.15K in Q1 2024. 939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

  • Gen-Wealth Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 17 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $1.61K.
  • Gen-Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and held it in 2 quarters.
  • Gen-Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $3.15K in Q1 2024.
  • 939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Gen-Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.