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Macroview Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Macroview Investment 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
Q1 		– Sell
-129
Closed -$12.5K – 670
2023
Q4 		$12.5K Buy
129
+1
+0.8% +$92 0.01% 220
2023
Q3 		$11.7K Buy
128
+1
+0.8% +$94 0.02% 214
2023
Q2 		$12.3K Sell
127
-103
-45% -$10.1K 0.02% 193
2023
Q1 		$22.8K Buy
230
+1
+0.4% +$98 0.04% 127
2022
Q4 		$21.9K Buy
229
+2
+0.9% +$192 0.04% 129
2022
Q3 		$22K Buy
227
+1
+0.4% +$101 0.04% 114
2022
Q2 		$23K Sell
226
-16
-7% -$1.64K 0.04% 125
2022
Q1 		$26K Sell
242
-127
-34% -$14.1K 0.04% 126
2021
Q4 		$42K Sell
369
-24
-6% -$2.76K 0.05% 101
2021
Q3 		$45K Hold
393
– – 0.06% 94
2021
Q2 		$45K Buy
393
+1
+0.3% +$114 0.06% 97
2021
Q1 		$44K Sell
392
-4,058
-91% -$473K 0.06% 87
2020
Q4 		$534K Buy
4,450
+8
+0.2% +$962 0.79% 28
2020
Q3 		$541K Sell
4,442
-56
-1% -$6.83K 0.93% 25
2020
Q2 		$548K Buy
4,498
+102
+2% +$12.4K 1.16% 20
2020
Q1 		$534K Sell
4,396
-4,323
-50% -$498K 1.14% 19
2019
Q4 		$961K Sell
8,719
-220
-2% -$24.5K 2% 15
2019
Q3 		$1M Sell
8,939
-71
-0.8% -$7.92K 2.17% 12
2019
Q2 		$991K Buy
9,010
+1,338
+17% +$143K 2.57% 10
2019
Q1 		$818K Buy
7,672
+2,641
+52% +$276K 2.03% 13
2018
Q4 		$524K Buy
5,031
+645
+15% +$65.3K 1.67% 15
2018
Q3 		$444K Buy
4,386
+3,658
+502% +$373K 1.39% 17
2018
Q2 		$75K Sell
728
-193
-21% -$19.7K 0.26% 49
2018
Q1 		$95K Hold
921
– – 0.34% 35
2017
Q4 		$97K Buy
921
+1
+0.1% +$106 0.46% 32
2017
Q3 		$98K Buy
920
+1
+0.1% +$107 0.49% 28
2017
Q2 		$98K Sell
919
-163
-15% -$17.4K 0.53% 20
2017
Q1 		$114K Sell
1,082
-159
-13% -$16.7K 0.66% 17
2016
Q4 		$130K Sell
1,241
-99
-7% -$10.6K 0.71% 25
2016
Q3 		$150K Buy
1,340
+1
+0.1% +$112 0.67% 26
2016
Q2 		$151K Buy
1,339
+2
+0.1% +$221 0.67% 28
2016
Q1 		$148K Sell
1,337
-239
-15% -$26.1K 0.64% 25
2015
Q4 		$166K Sell
1,576
-194
-11% -$20.7K 0.53% 25
2015
Q3 		$191K Sell
1,770
-655
-27% -$69.6K 0.35% 27
2015
Q2 		$255K Sell
2,425
-60
-2% -$6.39K 0.29% 29
2015
Q1 		$269K Buy
2,485
+1,262
+103% +$136K 0.25% 36
2014
Q4 		$130K Buy
1,223
+396
+48% +$41.8K 0.14% 41
2014
Q3 		$86K Buy
827
+1
+0.1% +$104 0.12% 39
2014
Q2 		$86K Sell
826
-124
-13% -$12.7K 0.11% 40
2014
Q1 		$97K Buy
950
+425
+81% +$43.2K 0.15% 38
2013
Q4 		$52K Hold
525
– – 0.09% 41
2013
Q3 		$54K Sell
525
-125
-19% -$12.6K 0.09% 40
2013
Q2 		$67K Buy
+650
New +$69.3K 0.07% 32

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

Macroview Investment Management's IEF Position: Q1 2024 in Review

Macroview Investment Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2024, closing a stake of 129 shares — an estimated $12.5K sold.

Macroview Investment Management first reported a position in IEF in Q2 2013 and held it in 43 quarters. The position peaked at $1M in Q3 2019. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

  • Macroview Investment Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Macroview Investment Management sold 129 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $12.5K.
  • Macroview Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 43 quarters.
  • Macroview Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1M in Q3 2019.
  • 900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Macroview Investment Management's 13F filing for Q1 2024, filed 30 Apr 2024.