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

Greenup Street 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 Q1	–	Sell	-17,215	Closed	-$1.66M	–	85
2023 Q4	$1.66M	Sell	17,215 -3,405	-17%	-$315K	0.46%	40
2023 Q3	$1.89M	Buy	20,620 +595	+3%	+$56.1K	0.62%	32
2023 Q2	$1.93M	Sell	20,025 -119	-0.6%	-$11.7K	0.53%	40
2023 Q1	$2M	Buy	20,144 +364	+2%	+$35.6K	0.7%	29
2022 Q4	$1.89M	Sell	19,780 -5,264	-21%	-$505K	0.79%	34
2022 Q3	$2.4M	Buy	25,044 +5,841	+30%	+$593K	1.08%	25
2022 Q2	$1.96M	Buy	19,203 +36	+0.2%	+$3.69K	0.92%	28
2022 Q1	$2.06M	Buy	19,167 +40	+0.2%	+$4.44K	1.14%	28
2021 Q4	$2.2M	Buy	+19,127	New	+$2.2M	1.29%	25

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Greenup Street Wealth Management's IEF Position: Q1 2024 in Review

Greenup Street Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2024, closing a stake of 17,215 shares — an estimated $1.66M sold.

Greenup Street Wealth Management first reported a position in IEF in Q4 2021 and held it in 9 quarters. The position peaked at $2.4M in Q3 2022. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

Greenup Street Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Greenup Street Wealth Management sold 17,215 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $1.66M.
Greenup Street Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 9 quarters.
Greenup Street Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2.4M in Q3 2022.
900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Greenup Street Wealth Management's 13F filing for Q1 2024, filed 6 May 2024.