JTC Employer Solutions Trustee’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

JTC Employer Solutions Trustee’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 Q3	–	Sell	-2,523	Closed	-$236K	–	334
2024 Q2	$236K	Hold	2,523	–	–	0.02%	119
2024 Q1	$239K	Hold	2,523	–	–	0.02%	118
2023 Q4	$244K	Hold	2,523	–	–	0.02%	108
2023 Q3	$231K	Hold	2,523	–	–	0.02%	112
2023 Q2	$244K	Hold	2,523	–	–	0.02%	108
2023 Q1	$250K	Buy	+2,523	New	+$247K	0.03%	111

Other funds holding IEF

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JTC Employer Solutions Trustee's IEF Position: Q3 2024 in Review

JTC Employer Solutions Trustee sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 2,523 shares — an estimated $236K sold.

JTC Employer Solutions Trustee first reported a position in IEF in Q1 2023 and held it in 6 quarters. The position peaked at $250K in Q1 2023. 939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

JTC Employer Solutions Trustee reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
JTC Employer Solutions Trustee sold 2,523 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $236K.
JTC Employer Solutions Trustee first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and held it in 6 quarters.
JTC Employer Solutions Trustee's iShares 7-10 Year Treasury Bond ETF position peaked at $250K in Q1 2023.
939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on JTC Employer Solutions Trustee's 13F filing for Q3 2024, filed 18 Oct 2024.