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Kings Path Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Kings Path Partners’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
-713
Closed -$69.9K – 301
2024
Q3 		$69.9K Buy
+713
New +$68.9K 0.03% 162

Other funds holding IEF

Fisher Asset Management
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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

Kings Path Partners's IEF Position: Q4 2024 in Review

Kings Path Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 713 shares — an estimated $69.9K sold.

Kings Path Partners first reported a position in IEF in Q3 2024 and held it in 1 quarter. The position peaked at $69.9K in Q3 2024. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

  • Kings Path Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Kings Path Partners sold 713 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $69.9K.
  • Kings Path Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and held it in 1 quarter.
  • Kings Path Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $69.9K in Q3 2024.
  • 974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Kings Path Partners's 13F filing for Q4 2024, filed 6 Jan 2025.