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HC Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

HC Advisors’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
Q2 		– Sell
-45,568
Closed -$4.31M – 60
2024
Q1 		$4.31M Buy
45,568
+4,495
+11% +$426K 2.06% 10
2023
Q4 		$3.96M Sell
41,073
-102
-0.2% -$9.43K 2.22% 10
2023
Q3 		$3.77M Sell
41,175
-3,211
-7% -$303K 2.24% 12
2023
Q2 		$4.29M Sell
44,386
-709
-2% -$69.7K 2.49% 12
2023
Q1 		$4.47M Hold
45,095
– – 2.76% 9
2022
Q4 		$4.32M Buy
45,095
+1,705
+4% +$164K 2.95% 9
2022
Q3 		$4.17M Sell
43,390
-2,614
-6% -$265K 2.87% 9
2022
Q2 		$4.71M Sell
46,004
-21,422
-32% -$2.2M 3.35% 6
2022
Q1 		$7.25M Buy
67,426
+11,842
+21% +$1.31M 4.6% 5
2021
Q4 		$6.39M Sell
55,584
-975
-2% -$112K 3.92% 4
2021
Q3 		$6.52M Buy
56,559
+156
+0.3% +$18.2K 4.28% 4
2021
Q2 		$6.51M Buy
56,403
+1,082
+2% +$124K 4.01% 6
2021
Q1 		$6.25M Sell
55,321
-1,341
-2% -$156K 4.04% 5
2020
Q4 		$6.8M Sell
56,662
-1,149
-2% -$138K 4.65% 5
2020
Q3 		$7.04M Sell
57,811
-3,047
-5% -$372K 5.68% 3
2020
Q2 		$7.42M Buy
+60,858
New +$7.39M 6.14% 3
2020
Q1 		– Sell
-121,883
Closed -$13.4M – 38
2019
Q4 		$13.4M Buy
+121,883
New +$13.6M 13.86% 2

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $374B AUM 17.66% 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 $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HC Advisors's IEF Position: Q2 2024 in Review

HC Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2024, closing a stake of 45,568 shares — an estimated $4.31M sold.

HC Advisors first reported a position in IEF in Q4 2019 and held it in 17 quarters. The position peaked at $13.4M in Q4 2019. 903 funds tracked by Wall St. Rank hold IEF as of Q2 2024.

  • HC Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • HC Advisors sold 45,568 iShares 7-10 Year Treasury Bond ETF shares in Q2 2024, an estimated $4.31M.
  • HC Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and held it in 17 quarters.
  • HC Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $13.4M in Q4 2019.
  • 903 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2024.

Based on HC Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.