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Holistic Planning’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Holistic Planning’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
Q3 		– Sell
-2,953
Closed -$280K – 160
2024
Q2 		$280K Hold
2,953
– – 0.21% 91
2024
Q1 		$280K Hold
2,953
– – 0.21% 91
2023
Q4 		$285K Buy
+2,953
New +$273K 0.24% 87

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Holistic Planning's IEF Position: Q3 2024 in Review

Holistic Planning sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 2,953 shares — an estimated $280K sold.

Holistic Planning first reported a position in IEF in Q4 2023 and held it in 3 quarters. The position peaked at $285K in Q4 2023. 939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

  • Holistic Planning reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Holistic Planning sold 2,953 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $280K.
  • Holistic Planning first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and held it in 3 quarters.
  • Holistic Planning's iShares 7-10 Year Treasury Bond ETF position peaked at $285K in Q4 2023.
  • 939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Holistic Planning's 13F filing for Q3 2024, filed 1 Nov 2024.