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Harel Insurance Investments & Financial Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Harel Insurance Investments & Financial 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
Q4 		– Hold
0
– – – 319
2024
Q3 		– Sell
-460
Closed -$44.5K – 358
2024
Q2 		$43K Buy
+460
New +$42.7K ﹤0.01% 384
2024
Q1 		– Hold
0
– – – 380

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harel Insurance Investments & Financial Services's IEF Position: Q4 2024 in Review

Harel Insurance Investments & Financial Services held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q4 2024 at 0 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Harel Insurance Investments & Financial Services first reported a position in IEF in Q2 2024 and has held it in 1 quarter since. The position peaked at $43K in Q2 2024. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

  • Harel Insurance Investments & Financial Services held 0 shares of iShares 7-10 Year Treasury Bond ETF worth $43K as of Q4 2024.
  • Harel Insurance Investments & Financial Services left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q4 2024.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q4 2024, its #319 holding.
  • Harel Insurance Investments & Financial Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 1 quarter since.
  • Harel Insurance Investments & Financial Services's iShares 7-10 Year Treasury Bond ETF position peaked at $43K in Q2 2024.
  • 974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2024, filed 21 Jan 2025.