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HBC Financial Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

HBC 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 		$18K Hold
200
– – 0.01% 98
2024
Q3 		$18K Buy
+200
New +$19.3K 0.01% 103

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HBC Financial Services's IEF Position: Q4 2024 in Review

HBC Financial Services held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q4 2024 at 200 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #98.

HBC Financial Services first reported a position in IEF in Q3 2024 and has held it in 2 quarters since. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

  • HBC Financial Services held 200 shares of iShares 7-10 Year Treasury Bond ETF worth $18K as of Q4 2024.
  • HBC 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 HBC Financial Services's portfolio in Q4 2024, its #98 holding.
  • HBC Financial Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • 974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.