Liberty Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Liberty Wealth Management’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	-26,217	Closed	-$43K	–	233
2024 Q2	$43K	Buy	+26,217	New	+$2.44M	0.01%	216
2021 Q4	–	Sell	-182	Closed	-$21K	–	597
2021 Q3	$21K	Sell	182 -44	-19%	-$5.14K	0.01%	635
2021 Q2	$26K	Sell	226 -1,989	-90%	-$228K	0.01%	453
2021 Q1	$262K	Hold	2,215	–	–	0.13%	89
2020 Q4	$262K	Sell	2,215 -1,128	-34%	-$136K	0.13%	89
2020 Q3	$407K	Buy	3,343 +508	+18%	+$62K	0.24%	65
2020 Q2	$373K	Buy	2,835 +2,581	+1,016%	+$314K	0.26%	62
2020 Q1	$31K	Sell	254 -46	-15%	-$5.29K	0.03%	279
2019 Q4	$33K	Buy	300 +111	+59%	+$12.4K	0.03%	327
2019 Q3	$21K	Sell	189 -72	-28%	-$8.03K	0.02%	392
2019 Q2	$29K	Buy	+261	New	+$28K	0.03%	345

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Liberty Wealth Management's IEF Position: Q3 2024 in Review

Liberty Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 26,217 shares — an estimated $43K sold.

Liberty Wealth Management first reported a position in IEF in Q2 2019 and held it in 11 quarters. The position peaked at $407K in Q3 2020. 940 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

Liberty Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Liberty Wealth Management sold 26,217 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $43K.
Liberty Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and held it in 11 quarters.
Liberty Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $407K in Q3 2020.
940 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Liberty Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.