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

Lee Financial’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
-92
Closed -$8.87K – 476
2023
Q4 		$8.87K Buy
+92
New +$8.51K ﹤0.01% 453
2022
Q1 		– Sell
-542
Closed -$62K – 854
2021
Q4 		$62K Buy
+542
New +$62.3K 0.01% 230

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Lee Financial's IEF Position: Q1 2024 in Review

Lee Financial sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2024, closing a stake of 92 shares — an estimated $8.87K sold.

Lee Financial first reported a position in IEF in Q4 2021 and held it in 2 quarters. The position peaked at $62K in Q4 2021. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

  • Lee Financial reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 92 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $8.87K.
  • Lee Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 2 quarters.
  • Lee Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $62K in Q4 2021.
  • 900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.