Johns Hopkins University’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Johns Hopkins University’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	-286,376	Closed	-$28.1M	–	15
2024 Q3	$28.1M	Hold	286,376	–	–	1.05%	11
2024 Q2	$26.8M	Hold	286,376	–	–	1.07%	14
2024 Q1	$27.1M	Hold	286,376	–	–	1.06%	13
2023 Q4	$27.6M	Hold	286,376	–	–	1.16%	13
2023 Q3	$26.2M	Hold	286,376	–	–	1.45%	7
2023 Q2	$27.7M	Hold	286,376	–	–	1.54%	5
2023 Q1	$28.4M	Sell	286,376 -1,500,732	-84%	-$147M	1.77%	4
2022 Q4	$171M	Buy	1,787,108 +238,108	+15%	+$22.9M	10%	3
2022 Q3	$149M	Hold	1,549,000	–	–	9%	4
2022 Q2	$158M	Buy	+1,549,000	New	+$159M	15.43%	2

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

Johns Hopkins University's IEF Position: Q4 2024 in Review

Johns Hopkins University sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 286,376 shares — an estimated $28.1M sold.

Johns Hopkins University first reported a position in IEF in Q2 2022 and held it in 10 quarters. The position peaked at $171M in Q4 2022. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

Johns Hopkins University reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Johns Hopkins University sold 286,376 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $28.1M.
Johns Hopkins University first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and held it in 10 quarters.
Johns Hopkins University's iShares 7-10 Year Treasury Bond ETF position peaked at $171M in Q4 2022.
974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Johns Hopkins University's 13F filing for Q4 2024, filed 14 Feb 2025.