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Institutional & Family Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Institutional & Family Asset 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 		$17.6M Buy
187,669
+1,525
+0.8% +$142K 2.69% 6
2024
Q1 		$17.6M Sell
186,144
-35,598
-16% -$3.37M 2.81% 6
2023
Q4 		$21.4M Buy
+221,742
New +$20.5M 3.52% 6
2022
Q4 		– Sell
-126
Closed -$12K – 752
2022
Q3 		$12K Hold
126
– – ﹤0.01% 367
2022
Q2 		$13K Hold
126
– – ﹤0.01% 357
2022
Q1 		$14K Hold
126
– – ﹤0.01% 401
2021
Q4 		$14K Sell
126
-260
-67% -$29.9K ﹤0.01% 405
2021
Q3 		$44K Sell
386
-179
-32% -$20.9K 0.01% 348
2021
Q2 		$65K Sell
565
-598
-51% -$68.4K 0.01% 302
2021
Q1 		$131K Buy
1,163
+818
+237% +$95.3K 0.03% 233
2020
Q4 		$41K Buy
345
+126
+58% +$15.2K 0.01% 354
2020
Q3 		$27K Sell
219
-27
-11% -$3.29K 0.01% 363
2020
Q2 		$30K Buy
246
+138
+128% +$16.8K 0.01% 354
2020
Q1 		$13K Sell
108
-1,619
-94% -$186K ﹤0.01% 420
2019
Q4 		$190K Buy
1,727
+1,079
+167% +$120K 0.04% 173
2019
Q3 		$73K Buy
648
+540
+500% +$60.2K 0.02% 258
2019
Q2 		$12K Hold
108
– – ﹤0.01% 477
2019
Q1 		$12K Hold
108
– – ﹤0.01% 477
2018
Q4 		$11K Hold
108
– – ﹤0.01% 460
2018
Q3 		$11K Hold
108
– – ﹤0.01% 519
2018
Q2 		$11K Hold
108
– – ﹤0.01% 512
2018
Q1 		$11K Buy
+108
New +$11.1K ﹤0.01% 484
2016
Q2 		– Sell
-2,987
Closed -$315K – 124
2016
Q1 		$315K Hold
2,987
– – 0.12% 108
2015
Q4 		$315K Buy
+2,987
New +$318K 0.12% 108

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
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

Institutional & Family Asset Management's IEF Position: Q2 2024 in Review

Institutional & Family Asset Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.82% in Q2 2024, buying an estimated $142K and bringing the position to 187,669 shares worth $17.6M. The position accounts for 2.69% of the portfolio, ranked #6.

Institutional & Family Asset Management first reported a position in IEF in Q4 2015 and has held it in 24 quarters since. The position peaked at $21.4M in Q4 2023. 903 funds tracked by Wall St. Rank hold IEF as of Q2 2024.

  • Institutional & Family Asset Management held 187,669 shares of iShares 7-10 Year Treasury Bond ETF worth $17.6M as of Q2 2024.
  • Institutional & Family Asset Management bought 1,525 iShares 7-10 Year Treasury Bond ETF shares in Q2 2024, an estimated $142K.
  • iShares 7-10 Year Treasury Bond ETF made up 2.69% of Institutional & Family Asset Management's portfolio in Q2 2024, its #6 holding.
  • Institutional & Family Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and has held it in 24 quarters since.
  • Institutional & Family Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $21.4M in Q4 2023.
  • 903 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.