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Higgins & Schmidt Wealth Strategies’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Higgins & Schmidt Wealth Strategies’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
-60,775
Closed -$5.96M – 61
2024
Q3 		$5.96M Sell
60,775
-5,740
-9% -$555K 3.85% 8
2024
Q2 		$6.23M Buy
66,515
+6,411
+11% +$596K 4.49% 8
2024
Q1 		$5.69M Buy
60,104
+2,205
+4% +$209K 4.2% 8
2023
Q4 		$5.58M Buy
+57,899
New +$5.35M 4.49% 8

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $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
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

Higgins & Schmidt Wealth Strategies's IEF Position: Q4 2024 in Review

Higgins & Schmidt Wealth Strategies sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 60,775 shares — an estimated $5.96M sold.

Higgins & Schmidt Wealth Strategies first reported a position in IEF in Q4 2023 and held it in 4 quarters. The position peaked at $6.23M in Q2 2024. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

  • Higgins & Schmidt Wealth Strategies reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Higgins & Schmidt Wealth Strategies sold 60,775 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $5.96M.
  • Higgins & Schmidt Wealth Strategies first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and held it in 4 quarters.
  • Higgins & Schmidt Wealth Strategies's iShares 7-10 Year Treasury Bond ETF position peaked at $6.23M in Q2 2024.
  • 974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q4 2024, filed 25 Mar 2025.