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

Kelly Financial Services’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
-617
Closed -$57.8K – 391
2024
Q2 		$57.8K Buy
617
+4
+0.7% +$372 0.02% 209
2024
Q1 		$58K Buy
613
+551
+889% +$52.2K 0.02% 204
2023
Q4 		$5.96K Sell
62
-192
-76% -$17.8K ﹤0.01% 458
2023
Q3 		$23.3K Buy
254
+195
+331% +$18.4K 0.01% 266
2023
Q2 		$5.67K Sell
59
-237
-80% -$23.3K ﹤0.01% 435
2023
Q1 		$29.3K Sell
296
-34
-10% -$3.32K 0.01% 238
2022
Q4 		$31.6K Buy
330
+4
+1% +$384 0.02% 217
2022
Q3 		$31.3K Buy
326
+53
+19% +$5.38K 0.02% 209
2022
Q2 		$27.9K Hold
273
– – 0.01% 221
2022
Q1 		$29.3K Sell
273
-43
-14% -$4.77K 0.01% 238
2021
Q4 		$36.3K Sell
316
-59
-16% -$6.78K 0.02% 218
2021
Q3 		$43.2K Hold
375
– – 0.02% 176
2021
Q2 		$43.3K Hold
375
– – 0.02% 176
2021
Q1 		$42.3K Buy
375
+286
+321% +$33.3K 0.03% 143
2020
Q4 		$10.7K Buy
89
+63
+242% +$7.58K 0.01% 260
2020
Q3 		$3.17K Hold
26
– – ﹤0.01% 391
2020
Q2 		$3.17K Hold
26
– – ﹤0.01% 387
2020
Q1 		$3.16K Hold
26
– – ﹤0.01% 347
2019
Q4 		$2.87K Hold
26
– – ﹤0.01% 370
2019
Q3 		$2.92K Hold
26
– – ﹤0.01% 360
2019
Q2 		$2.86K Hold
26
– – ﹤0.01% 348
2019
Q1 		$2.77K Buy
+26
New +$2.72K ﹤0.01% 346

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Kelly Financial Services's IEF Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 617 shares — an estimated $57.8K sold.

Kelly Financial Services first reported a position in IEF in Q1 2019 and held it in 22 quarters. The position peaked at $58K in Q1 2024. 940 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 617 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $57.8K.
  • Kelly Financial Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's iShares 7-10 Year Treasury Bond ETF position peaked at $58K in Q1 2024.
  • 940 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.