Howard Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Howard Capital 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
2024 Q4	–	Sell	-8,060	Closed	-$791K	–	414
2024 Q3	$791K	Buy	8,060 +1,257	+18%	+$122K	0.01%	228
2024 Q2	$637K	Buy	6,803 +1,007	+17%	+$93.6K	0.06%	59
2024 Q1	$549K	Buy	+5,796	New	+$549K	0.06%	58
2023 Q4	–	Sell	-8,612	Closed	-$789K	–	71
2023 Q3	$789K	Sell	8,612 -2,237	-21%	-$211K	0.11%	47
2023 Q2	$1.05M	Buy	10,849 +29	+0.3%	+$2.85K	0.14%	41
2023 Q1	$1.07M	Buy	+10,820	New	+$1.06M	0.19%	29

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Howard Capital Management's IEF Position: Q4 2024 in Review

Howard Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 8,060 shares — an estimated $791K sold.

Howard Capital Management first reported a position in IEF in Q1 2023 and held it in 6 quarters. The position peaked at $1.07M in Q1 2023. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

Howard Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Howard Capital Management sold 8,060 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $791K.
Howard Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and held it in 6 quarters.
Howard Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.07M in Q1 2023.
974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Howard Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.