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Householder Group Estate & Retirement Specialist’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$200K Sell
2,169
-1,331
-38% -$126K 0.15% 103
2024
Q3 		$343K Buy
3,500
+477
+16% +$46.1K 0.1% 179
2024
Q2 		$283K Buy
3,023
+37
+1% +$3.44K 0.08% 192
2024
Q1 		$283K Hold
2,986
– – 0.08% 196
2023
Q4 		$287K Sell
2,986
-5
-0.2% -$462 0.09% 192
2023
Q3 		$274K Buy
+2,991
New +$282K 0.1% 178
2023
Q1 		$202K Buy
+2,033
New +$199K 0.08% 196
2022
Q4 		– Sell
-2,202
Closed -$211K – 674
2022
Q3 		$211K Buy
+2,202
New +$223K 0.09% 182

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 $1.88B AUM 29.07% 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 $424B AUM 22.94% 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

Householder Group Estate & Retirement Specialist's IEF Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 38% in Q4 2024, selling an estimated $126K and leaving 2,169 shares worth $200K. The position accounts for 0.15% of the portfolio, ranked #103.

Householder Group Estate & Retirement Specialist first reported a position in IEF in Q3 2022 and has held it in 8 quarters since. The position peaked at $343K in Q3 2024. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 2,169 shares of iShares 7-10 Year Treasury Bond ETF worth $200K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 1,331 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $126K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.15% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #103 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's iShares 7-10 Year Treasury Bond ETF position peaked at $343K in Q3 2024.
  • 974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.