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

Glassman Wealth Services’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	-11	Closed	-$1.03K	–	187
2024 Q2	$1.03K	Buy	+11	New	+$1.02K	﹤0.01%	177
2022 Q3	–	Sell	-676	Closed	-$69K	–	1816
2022 Q2	$69K	Buy	+676	New	+$69.4K	0.01%	328
2016 Q3	–	Sell	-46	Closed	-$5K	–	530
2016 Q2	$5K	Hold	46	–	–	﹤0.01%	382
2016 Q1	$5K	Buy	+46	New	+$5.02K	﹤0.01%	372

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Glassman Wealth Services's IEF Position: Q3 2024 in Review

Glassman Wealth Services sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 11 shares — an estimated $1.03K sold.

Glassman Wealth Services first reported a position in IEF in Q1 2016 and held it in 4 quarters. The position peaked at $69K in Q2 2022. 939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

Glassman Wealth Services reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Glassman Wealth Services sold 11 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $1.03K.
Glassman Wealth Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and held it in 4 quarters.
Glassman Wealth Services's iShares 7-10 Year Treasury Bond ETF position peaked at $69K in Q2 2022.
939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Glassman Wealth Services's 13F filing for Q3 2024, filed 12 Nov 2024.