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Kozak & Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Kozak & Associates’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
Q1 		– Sell
-1
Closed -$95 – 389
2023
Q4 		$55 Sell
1
-217
-100% -$20.1K ﹤0.01% 359
2023
Q3 		$19.6K Buy
+218
New +$20.6K 0.01% 196

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Kozak & Associates's IEF Position: Q1 2024 in Review

Kozak & Associates sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2024, closing a stake of 1 share — an estimated $95 sold.

Kozak & Associates first reported a position in IEF in Q3 2023 and held it in 2 quarters. The position peaked at $19.6K in Q3 2023. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

  • Kozak & Associates reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Kozak & Associates sold 1 iShares 7-10 Year Treasury Bond ETF share in Q1 2024, an estimated $95.
  • Kozak & Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and held it in 2 quarters.
  • Kozak & Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $19.6K in Q3 2023.
  • 900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Kozak & Associates's 13F filing for Q1 2024, filed 17 May 2024.