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Kiely Wealth Advisory Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Kiely Wealth Advisory Group’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 		$140K Hold
1,508
– – 0.09% 75
2024
Q3 		$141K Hold
1,508
– – 0.09% 76
2024
Q2 		$145K Buy
1,508
+329
+28% +$30.6K 0.08% 58
2024
Q1 		$108K Hold
1,179
– – 0.06% 70
2023
Q4 		$112K Buy
+1,179
New +$109K 0.06% 67

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kiely Wealth Advisory Group's IEF Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q4 2024 at 1,508 shares worth $140K. The position accounts for 0.09% of the portfolio, ranked #75.

Kiely Wealth Advisory Group first reported a position in IEF in Q4 2023 and has held it in 5 quarters since. The position peaked at $145K in Q2 2024. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

  • Kiely Wealth Advisory Group held 1,508 shares of iShares 7-10 Year Treasury Bond ETF worth $140K as of Q4 2024.
  • Kiely Wealth Advisory Group left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q4 2024.
  • iShares 7-10 Year Treasury Bond ETF made up 0.09% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #75 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's iShares 7-10 Year Treasury Bond ETF position peaked at $145K in Q2 2024.
  • 974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.