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Lindbrook Capital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Lindbrook Capital’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
Q2 		– Sell
-105
Closed -$9.91K – 2796
2024
Q1 		$9.91K Sell
105
-81
-44% -$7.68K ﹤0.01% 1575
2023
Q4 		$17.9K Buy
186
+83
+81% +$7.68K ﹤0.01% 1236
2023
Q3 		$9.44K Buy
103
+1
+1% +$94 ﹤0.01% 1446
2023
Q2 		$9.88K Hold
102
– – ﹤0.01% 1474
2023
Q1 		$10.1K Buy
102
+1
+1% +$98 ﹤0.01% 1448
2022
Q4 		$9.69K Buy
101
+1
+1% +$96 ﹤0.01% 1447
2022
Q3 		$10K Buy
+100
New +$10.1K ﹤0.01% 1326
2022
Q1 		– Sell
-520
Closed -$60K – 2542
2021
Q4 		$60K Buy
520
+2
+0.4% +$230 0.01% 657
2021
Q3 		$60K Hold
518
– – 0.02% 393
2021
Q2 		$60K Buy
518
+1
+0.2% +$114 0.01% 412
2021
Q1 		$58K Buy
517
+1
+0.2% +$117 0.01% 394
2020
Q4 		$62K Buy
516
+1
+0.2% +$120 0.02% 345
2020
Q3 		$63K Buy
515
+1
+0.2% +$122 0.02% 299
2020
Q2 		$63K Buy
514
+2
+0.4% +$243 0.02% 307
2020
Q1 		$62K Buy
512
+1
+0.2% +$115 0.02% 273
2019
Q4 		$56K Buy
511
+3
+0.6% +$334 0.02% 407
2019
Q3 		$57K Buy
508
+3
+0.6% +$335 0.02% 373
2019
Q2 		$55K Buy
505
+3
+0.6% +$322 0.02% 388
2019
Q1 		$53K Buy
+502
New +$52.5K 0.02% 389

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 22.96% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Lindbrook Capital's IEF Position: Q2 2024 in Review

Lindbrook Capital sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2024, closing a stake of 105 shares — an estimated $9.91K sold.

Lindbrook Capital first reported a position in IEF in Q1 2019 and held it in 19 quarters. The position peaked at $63K in Q3 2020. 903 funds tracked by Wall St. Rank hold IEF as of Q2 2024.

  • Lindbrook Capital reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Lindbrook Capital sold 105 iShares 7-10 Year Treasury Bond ETF shares in Q2 2024, an estimated $9.91K.
  • Lindbrook Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and held it in 19 quarters.
  • Lindbrook Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $63K in Q3 2020.
  • 903 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2024.

Based on Lindbrook Capital's 13F filing for Q2 2024, filed 31 Jul 2024.