GC
IEF icon

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

Guggenheim Capital’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
2015
Q4 		– Sell
-3,200,000
Closed -$345M – 3024
2015
Q3 		$345M Sell
3,200,000
-3,158,600
-50% -$336M 1.06% 1
2015
Q2 		$668M Hold
6,358,600
– – 1.65% 1
2015
Q1 		$689M Buy
+6,358,600
New +$686M 1.63% 1

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Guggenheim Capital's IEF Position: Q3 2024 in Review

Guggenheim Capital sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 29,604 shares — an estimated $2.77M sold.

Guggenheim Capital first reported a position in IEF in Q1 2019 and held it in 22 quarters. The position peaked at $2.85M in Q4 2023. 940 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

  • Guggenheim Capital reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Guggenheim Capital sold 29,604 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $2.77M.
  • Guggenheim Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and held it in 22 quarters.
  • Guggenheim Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $2.85M in Q4 2023.
  • 940 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Guggenheim Capital's 13F filing for Q3 2024, filed 13 Nov 2024.