HBW Advisory Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

HBW Advisory 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	–	Sell	-2,078	Closed	-$204K	–	393
2024 Q3	$204K	Buy	+2,078	New	+$201K	0.03%	345
2023 Q2	–	Sell	-3,773	Closed	-$374K	–	308
2023 Q1	$374K	Buy	+3,773	New	+$369K	0.09%	186
2022 Q1	–	Sell	-4,582	Closed	-$527K	–	247
2021 Q4	$527K	Buy	+4,582	New	+$527K	0.12%	161
2020 Q2	–	Sell	-10,065	Closed	-$1.22M	–	190
2020 Q1	$1.22M	Buy	10,065 +1,575	+19%	+$181K	0.88%	44
2019 Q4	$936K	Buy	+8,490	New	+$947K	0.55%	55

Other funds holding IEF

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HBW Advisory Services's IEF Position: Q4 2024 in Review

HBW Advisory Services sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 2,078 shares — an estimated $204K sold.

HBW Advisory Services first reported a position in IEF in Q4 2019 and held it in 5 quarters. The position peaked at $1.22M in Q1 2020. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

HBW Advisory Services reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
HBW Advisory Services sold 2,078 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $204K.
HBW Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and held it in 5 quarters.
HBW Advisory Services's iShares 7-10 Year Treasury Bond ETF position peaked at $1.22M in Q1 2020.
974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on HBW Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.