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Heirloom Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Heirloom Wealth Management’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
2023
Q4 		– Sell
-5,375
Closed -$492K – 53
2023
Q3 		$492K Sell
5,375
-161,986
-97% -$15.3M 0.22% 35
2023
Q2 		$16.2M Buy
167,361
+9,337
+6% +$918K 7.02% 5
2023
Q1 		$15.7M Buy
158,024
+35,342
+29% +$3.45M 7.48% 3
2022
Q4 		$11.8M Buy
+122,682
New +$11.8M 7.32% 3

Other funds holding IEF

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Heirloom Wealth Management's IEF Position: Q4 2023 in Review

Heirloom Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2023, closing a stake of 5,375 shares — an estimated $492K sold.

Heirloom Wealth Management first reported a position in IEF in Q4 2022 and held it in 4 quarters. The position peaked at $16.2M in Q2 2023. 907 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

  • Heirloom Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Heirloom Wealth Management sold 5,375 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $492K.
  • Heirloom Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and held it in 4 quarters.
  • Heirloom Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $16.2M in Q2 2023.
  • 907 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on Heirloom Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.