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Intrua Financial’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Intrua Financial’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 		– Sell
-21,445
Closed -$2.03M – 413
2024
Q1 		$2.03M Buy
+21,445
New +$2.03M 0.29% 74
2023
Q3 		– Sell
-3,160
Closed -$305K – 364
2023
Q2 		$305K Buy
+3,160
New +$311K 0.05% 275

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

Intrua Financial's IEF Position: Q2 2024 in Review

Intrua Financial sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2024, closing a stake of 21,445 shares — an estimated $2.03M sold.

Intrua Financial first reported a position in IEF in Q2 2023 and held it in 2 quarters. The position peaked at $2.03M in Q1 2024. 903 funds tracked by Wall St. Rank hold IEF as of Q2 2024.

  • Intrua Financial reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Intrua Financial sold 21,445 iShares 7-10 Year Treasury Bond ETF shares in Q2 2024, an estimated $2.03M.
  • Intrua Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and held it in 2 quarters.
  • Intrua Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $2.03M in Q1 2024.
  • 903 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2024.

Based on Intrua Financial's 13F filing for Q2 2024, filed 28 May 2025.