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

ICA Group 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
2024 Q2	$2.56M	Sell	27,299 -6,018	-18%	-$559K	1.53%	18
2024 Q1	$3.15M	Buy	33,317 +3,352	+11%	+$318K	0.63%	34
2023 Q4	$2.89M	Buy	29,965 +19,850	+196%	+$1.84M	0.64%	34
2023 Q3	$926K	Buy	10,115 +1,488	+17%	+$140K	0.26%	80
2023 Q2	$833K	Buy	8,627 +4,767	+123%	+$469K	0.21%	92
2023 Q1	$383K	Sell	3,860 -1,416	-27%	-$138K	0.09%	178
2022 Q4	$505K	Sell	5,276 -237	-4%	-$22.8K	0.12%	160
2022 Q3	$529K	Buy	5,513 +329	+6%	+$33.4K	0.11%	182
2022 Q2	$531K	Buy	5,184 +994	+24%	+$102K	0.1%	190
2022 Q1	$427K	Buy	+4,190	New	+$465K	0.08%	210

Other funds holding IEF

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

ICA Group Wealth Management's IEF Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 18% in Q2 2024, selling an estimated $559K and leaving 27,299 shares worth $2.56M. The position accounts for 1.53% of the portfolio, ranked #18.

ICA Group Wealth Management first reported a position in IEF in Q1 2022 and has held it in 10 quarters since. The position peaked at $3.15M in Q1 2024. 903 funds tracked by Wall St. Rank hold IEF as of Q2 2024.

ICA Group Wealth Management held 27,299 shares of iShares 7-10 Year Treasury Bond ETF worth $2.56M as of Q2 2024.
ICA Group Wealth Management sold 6,018 iShares 7-10 Year Treasury Bond ETF shares in Q2 2024, an estimated $559K.
iShares 7-10 Year Treasury Bond ETF made up 1.53% of ICA Group Wealth Management's portfolio in Q2 2024, its #18 holding.
ICA Group Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $3.15M in Q1 2024.
903 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.