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L.J. Altfest & Co’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

L.J. Altfest & Co’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
-2,768
Closed -$259K – 348
2024
Q2 		$259K Sell
2,768
-350
-11% -$32.5K 0.04% 271
2024
Q1 		$295K Sell
3,118
-21,946
-88% -$2.08M 0.04% 262
2023
Q4 		$2.42M Buy
25,064
+21,270
+561% +$1.97M 0.35% 56
2023
Q3 		$347K Sell
3,794
-982
-21% -$92.6K 0.05% 219
2023
Q2 		$461K Sell
4,776
-236
-5% -$23.2K 0.07% 188
2023
Q1 		$497K Sell
5,012
-698
-12% -$68.2K 0.08% 167
2022
Q4 		$547K Sell
5,710
-632
-10% -$60.7K 0.09% 145
2022
Q3 		$609K Sell
6,342
-4,647
-42% -$472K 0.11% 119
2022
Q2 		$1.12M Sell
10,989
-185,979
-94% -$19.1M 0.2% 76
2022
Q1 		$21.2M Buy
196,968
+76,160
+63% +$8.45M 3.78% 5
2021
Q4 		$13.9M Buy
+120,808
New +$13.9M 2.65% 6
2021
Q3 		– Sell
-3,149
Closed -$364K – 265
2021
Q2 		$364K Sell
3,149
-1
-0% -$114 0.08% 182
2021
Q1 		$356K Sell
3,150
-92,366
-97% -$10.8M 0.08% 184
2020
Q4 		$11.5M Buy
95,516
+158
+0.2% +$19K 2.81% 5
2020
Q3 		$11.6M Buy
95,358
+2,581
+3% +$315K 3.09% 6
2020
Q2 		$11.3M Sell
92,777
-77,014
-45% -$9.36M 3.25% 8
2020
Q1 		$20.6M Buy
169,791
+123,932
+270% +$14.3M 6.46% 2
2019
Q4 		$5.05M Sell
45,859
-3,663
-7% -$408K 1.27% 17
2019
Q3 		$5.57M Sell
49,522
-1,290
-3% -$144K 1.44% 14
2019
Q2 		$5.59M Buy
50,812
+626
+1% +$67.1K 1.49% 17
2019
Q1 		$5.35M Buy
+50,186
New +$5.25M 1.3% 15

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

L.J. Altfest & Co's IEF Position: Q3 2024 in Review

L.J. Altfest & Co sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 2,768 shares — an estimated $259K sold.

L.J. Altfest & Co first reported a position in IEF in Q1 2019 and held it in 21 quarters. The position peaked at $21.2M in Q1 2022. 939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

  • L.J. Altfest & Co reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • L.J. Altfest & Co sold 2,768 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $259K.
  • L.J. Altfest & Co first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and held it in 21 quarters.
  • L.J. Altfest & Co's iShares 7-10 Year Treasury Bond ETF position peaked at $21.2M in Q1 2022.
  • 939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on L.J. Altfest & Co's 13F filing for Q3 2024, filed 5 Nov 2024.